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 | $60,335 | $70,475-14.4% | $100,516-40.0% | $79,858-24.4% |
| Participation rate | 50.0% | 73.7%-23.7pp | 79.4%-29.4pp | 69.6%-19.6pp |
| Annual return | 11.08% | 21.90%-10.8pp | 30.89%-19.8pp | 31.71%-20.6pp |
| Employer contribution / active EE | $235 | $2,165-89.1% | $3,418-93.1% | $2,471-90.5% |
| Participant deferral / active EE | $1,352 | $5,181-73.9% | $6,270-78.4% | $3,740-63.8% |
| Admin fee / account holder | $905 | $4,478-79.8% | $8,081-88.8% | $5,306-82.9% |