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 | $62,046 | $76,407-18.8% | $150,298-58.7% | $82,448-24.7% |
| Participation rate | 20.0% | 66.4%-46.4pp | 77.8%-57.8pp | 68.1%-48.1pp |
| Annual return | 12.54% | 39.99%-27.5pp | 62.79%-50.2pp | 41.64%-29.1pp |
| Employer contribution / active EE | $538 | $2,614-79.4% | $4,154-87.0% | $2,551-78.9% |
| Participant deferral / active EE | $730 | $3,214-77.3% | $5,453-86.6% | $4,139-82.4% |
| Admin fee / account holder | $6,146 | $6,352-3.2% | $14,116-56.5% | $7,234-15.0% |