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 | $45,940 | $89,355-48.6% | $141,162-67.5% | $72,985-37.1% |
| Participation rate | 67.0% | 75.1%-8.1pp | 82.5%-15.4pp | 69.5%-2.5pp |
| Annual return | 16.11% | 111.85%-95.7pp | 71.39%-55.3pp | 81.00%-64.9pp |
| Employer contribution / active EE | $1,384 | $3,114-55.5% | $4,735-70.8% | $2,440-43.3% |
| Participant deferral / active EE | $2,278 | $5,418-57.9% | $6,709-66.0% | $3,607-36.8% |
| Admin fee / account holder | $7,575 | $5,958+27.1% | $10,261-26.2% | $5,124+47.8% |