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 | $69,291 | $90,674-23.6% | $96,707-28.3% | $82,448-16.0% |
| Participation rate | 20.2% | 75.9%-55.7pp | 80.4%-60.1pp | 68.1%-47.9pp |
| Annual return | 13.75% | 49.05%-35.3pp | 34.78%-21.0pp | 41.64%-27.9pp |
| Employer contribution / active EE | $0 | $3,975-100.0% | $4,191-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,511 | $5,696-73.5% | $5,997-74.8% | $4,139-63.5% |
| Admin fee / account holder | $7,267 | $7,568-4.0% | $7,503-3.1% | $7,234+0.5% |