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 | $93,552 | $138,347-32.4% | $184,203-49.2% | $80,856+15.7% |
| Participation rate | 13.3% | 83.9%-70.5pp | 86.8%-73.5pp | 67.6%-54.3pp |
| Annual return | 5.88% | 20.02%-14.1pp | 28.81%-22.9pp | 35.59%-29.7pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $6,427-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,025 | $7,071-85.5% | $9,131-88.8% | $4,296-76.1% |
| Admin fee / account holder | $3,246 | $10,483-69.0% | $13,901-76.6% | $6,918-53.1% |