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 | $66,050 | $117,983-44.0% | $101,794-35.1% | $142,382-53.6% |
| Participation rate | 42.9% | 74.2%-31.4pp | 69.2%-26.3pp | 80.1%-37.3pp |
| Annual return | 7.52% | 36.92%-29.4pp | 30.53%-23.0pp | 217.08%-209.6pp |
| Employer contribution / active EE | $530 | $2,773-80.9% | $2,289-76.8% | $4,299-87.7% |
| Participant deferral / active EE | $530 | $4,714-88.8% | $4,084-87.0% | $6,507-91.9% |
| Admin fee / account holder | $1,434 | $10,433-86.3% | $8,777-83.7% | $12,624-88.6% |