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 | $58,200 | $81,460-28.6% | $103,333-43.7% | $80,856-28.0% |
| Participation rate | 22.2% | 66.8%-44.6pp | 74.5%-52.3pp | 67.6%-45.4pp |
| Annual return | 8.58% | 25.55%-17.0pp | 24.88%-16.3pp | 35.59%-27.0pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,868-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $398 | $3,869-89.7% | $5,057-92.1% | $4,296-90.7% |
| Admin fee / account holder | $2,033 | $6,566-69.0% | $8,355-75.7% | $6,918-70.6% |