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 | $63,319 | $148,978-57.5% | $200,582-68.4% | $84,808-25.3% |
| Participation rate | 53.8% | 84.2%-30.4pp | 86.9%-33.0pp | 68.3%-14.5pp |
| Annual return | 11.05% | 28.16%-17.1pp | 42.33%-31.3pp | 40.90%-29.8pp |
| Employer contribution / active EE | $2,769 | $4,815-42.5% | $6,419-56.9% | $2,631+5.3% |
| Participant deferral / active EE | $355 | $7,142-95.0% | $9,331-96.2% | $4,212-91.6% |
| Admin fee / account holder | $3,073 | $13,977-78.0% | $16,305-81.2% | $7,344-58.2% |