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 | $51,058 | $70,475-27.6% | $100,516-49.2% | $79,858-36.1% |
| Participation rate | 46.2% | 73.7%-27.5pp | 79.4%-33.2pp | 69.6%-23.5pp |
| Annual return | 11.76% | 21.90%-10.1pp | 30.89%-19.1pp | 31.71%-20.0pp |
| Employer contribution / active EE | $826 | $2,165-61.8% | $3,418-75.8% | $2,471-66.6% |
| Participant deferral / active EE | $1,327 | $5,181-74.4% | $6,270-78.8% | $3,740-64.5% |
| Admin fee / account holder | $1,510 | $4,478-66.3% | $8,081-81.3% | $5,306-71.5% |