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 | $81,399 | $106,515-23.6% | $96,683-15.8% | $139,434-41.6% |
| Participation rate | 44.4% | 77.8%-33.4pp | 74.3%-29.9pp | 80.3%-35.9pp |
| Annual return | 6.30% | 38.43%-32.1pp | 35.69%-29.4pp | 372.94%-366.6pp |
| Employer contribution / active EE | $821 | $4,103-80.0% | $3,737-78.0% | $4,751-82.7% |
| Participant deferral / active EE | $1,017 | $5,454-81.4% | $4,878-79.2% | $6,710-84.8% |
| Admin fee / account holder | $27,837 | $7,877+253.4% | $6,730+313.7% | $11,403+144.1% |