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 | $33,974 | $77,503-56.2% | $100,391-66.2% | $80,856-58.0% |
| Participation rate | 56.1% | 76.9%-20.9pp | 81.5%-25.4pp | 67.6%-11.6pp |
| Annual return | 9.26% | 37.20%-27.9pp | 49.20%-39.9pp | 35.59%-26.3pp |
| Employer contribution / active EE | $900 | $2,801-67.9% | $3,942-77.2% | $2,755-67.3% |
| Participant deferral / active EE | $2,715 | $6,820-60.2% | $8,082-66.4% | $4,296-36.8% |
| Admin fee / account holder | $2,569 | $5,897-56.4% | $7,899-67.5% | $6,918-62.9% |