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 | $74,253 | $77,503-4.2% | $100,391-26.0% | $80,856-8.2% |
| Participation rate | 60.0% | 76.9%-16.9pp | 81.5%-21.5pp | 67.6%-7.6pp |
| Annual return | 11.57% | 37.20%-25.6pp | 49.20%-37.6pp | 35.59%-24.0pp |
| Employer contribution / active EE | $759 | $2,801-72.9% | $3,942-80.7% | $2,755-72.4% |
| Participant deferral / active EE | $1,604 | $6,820-76.5% | $8,082-80.2% | $4,296-62.7% |
| Admin fee / account holder | $25,724 | $5,897+336.2% | $7,899+225.7% | $6,918+271.8% |