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 | $44,045 | $49,915-11.8% | $154,803-71.5% | $74,304-40.7% |
| Participation rate | 26.0% | 54.0%-27.9pp | 78.1%-52.1pp | 60.3%-34.3pp |
| Annual return | 10.43% | 34.06%-23.6pp | 58.88%-48.4pp | 29.43%-19.0pp |
| Employer contribution / active EE | $329 | $1,611-79.6% | $4,305-92.4% | $2,241-85.3% |
| Participant deferral / active EE | $599 | $2,255-73.4% | $5,540-89.2% | $3,767-84.1% |
| Admin fee / account holder | $3,632 | $2,189+65.9% | $14,329-74.7% | $2,969+22.3% |