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 | $48,151 | $81,446-40.9% | $103,374-53.4% | $80,874-40.5% |
| Participation rate | 42.3% | 66.9%-24.5pp | 74.5%-32.2pp | 67.6%-25.3pp |
| Annual return | 8.36% | 25.57%-17.2pp | 24.89%-16.5pp | 35.62%-27.3pp |
| Employer contribution / active EE | $1,018 | $3,107-67.2% | $3,869-73.7% | $2,756-63.1% |
| Participant deferral / active EE | $1,445 | $3,870-62.7% | $5,058-71.4% | $4,297-66.4% |
| Admin fee / account holder | $3,930 | $6,715-41.5% | $8,394-53.2% | $6,935-43.3% |