See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,769 | $78,422-13.6% | $95,952-29.4% | $79,858-15.1% |
| Participation rate | 29.2% | 73.5%-44.3pp | 77.1%-47.9pp | 69.6%-40.4pp |
| Annual return | 9.02% | 19.37%-10.4pp | 91.61%-82.6pp | 31.71%-22.7pp |
| Employer contribution / active EE | $734 | $1,945-62.3% | $2,541-71.1% | $2,471-70.3% |
| Participant deferral / active EE | $934 | $3,440-72.9% | $4,167-77.6% | $3,740-75.0% |
| Admin fee / account holder | $4,549 | $5,622-19.1% | $6,795-33.1% | $5,306-14.3% |