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 | $76,861 | $87,870-12.5% | $113,168-32.1% | $74,304+3.4% |
| Participation rate | 59.3% | 70.7%-11.5pp | 76.6%-17.3pp | 60.3%-1.1pp |
| Annual return | 11.09% | 26.44%-15.4pp | 24.27%-13.2pp | 29.43%-18.3pp |
| Employer contribution / active EE | $843 | $2,277-63.0% | $2,975-71.7% | $2,241-62.4% |
| Participant deferral / active EE | $1,466 | $4,241-65.4% | $5,107-71.3% | $3,767-61.1% |
| Admin fee / account holder | $13,425 | $3,368+298.6% | $12,068+11.2% | $2,969+352.2% |