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 | $53,877 | $53,777+0.2% | $134,143-59.8% | $79,858-32.5% |
| Participation rate | 24.0% | 58.8%-34.8pp | 72.2%-48.2pp | 69.6%-45.6pp |
| Annual return | -7.59% | 19.01%-26.6pp | 36.33%-43.9pp | 31.71%-39.3pp |
| Employer contribution / active EE | $562 | $1,321-57.5% | $3,704-84.8% | $2,471-77.3% |
| Participant deferral / active EE | $888 | $2,420-63.3% | $3,499-74.6% | $3,740-76.2% |
| Admin fee / account holder | $3,138 | $3,984-21.2% | $6,684-53.1% | $5,306-40.9% |