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 | $56,063 | $101,724-44.9% | $164,813-66.0% | $80,856-30.7% |
| Participation rate | 51.7% | 71.8%-20.1pp | 78.6%-26.9pp | 67.6%-15.9pp |
| Annual return | 7.52% | 16.72%-9.2pp | 69.93%-62.4pp | 35.59%-28.1pp |
| Employer contribution / active EE | $915 | $2,953-69.0% | $4,341-78.9% | $2,755-66.8% |
| Participant deferral / active EE | $1,208 | $4,477-73.0% | $6,031-80.0% | $4,296-71.9% |
| Admin fee / account holder | $2,095 | $8,227-74.5% | $12,690-83.5% | $6,918-69.7% |