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 | $98,174 | $101,724-3.5% | $164,813-40.4% | $80,856+21.4% |
| Participation rate | 43.2% | 71.8%-28.7pp | 78.6%-35.4pp | 67.6%-24.5pp |
| Annual return | 10.32% | 16.72%-6.4pp | 69.93%-59.6pp | 35.59%-25.3pp |
| Employer contribution / active EE | $969 | $2,953-67.2% | $4,341-77.7% | $2,755-64.8% |
| Participant deferral / active EE | $1,924 | $4,477-57.0% | $6,031-68.1% | $4,296-55.2% |
| Admin fee / account holder | $12,918 | $8,227+57.0% | $12,690+1.8% | $6,918+86.7% |