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 | $85,134 | $78,520+8.4% | $96,576-11.8% | $82,448+3.3% |
| Participation rate | 27.6% | 77.7%-50.1pp | 81.4%-53.9pp | 68.1%-40.5pp |
| Annual return | 13.33% | 41.30%-28.0pp | 38.47%-25.1pp | 41.64%-28.3pp |
| Employer contribution / active EE | $812 | $2,630-69.1% | $3,553-77.1% | $2,551-68.2% |
| Participant deferral / active EE | $1,699 | $6,754-74.8% | $7,956-78.6% | $4,139-59.0% |
| Admin fee / account holder | $3,535 | $13,455-73.7% | $11,381-68.9% | $7,234-51.1% |