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 | $43,353 | $91,407-52.6% | $135,903-68.1% | $71,457-39.3% |
| Participation rate | 53.4% | 75.7%-22.3pp | 81.9%-28.5pp | 67.9%-14.5pp |
| Annual return | 13.65% | 29.90%-16.2pp | 68.23%-54.6pp | 28.85%-15.2pp |
| Employer contribution / active EE | $1,961 | $3,703-47.0% | $4,856-59.6% | $2,588-24.2% |
| Participant deferral / active EE | $3,069 | $7,092-56.7% | $7,758-60.4% | $4,289-28.4% |
| Admin fee / account holder | $508 | $1,266-59.9% | $10,762-95.3% | $1,587-68.0% |