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 | $64,494 | $109,413-41.1% | $156,263-58.7% | $84,808-24.0% |
| Participation rate | 37.9% | 72.7%-34.8pp | 78.9%-41.0pp | 68.3%-30.4pp |
| Annual return | 12.24% | 20.18%-7.9pp | 59.47%-47.2pp | 40.90%-28.7pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $4,333-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,765 | $4,590-61.5% | $6,158-71.3% | $4,212-58.1% |
| Admin fee / account holder | $1,707 | $9,357-81.8% | $14,255-88.0% | $7,344-76.8% |