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 | $65,547 | $106,749-38.6% | $145,433-54.9% | $82,448-20.5% |
| Participation rate | 29.6% | 75.6%-46.0pp | 82.1%-52.5pp | 68.1%-38.4pp |
| Annual return | 12.04% | 27.59%-15.6pp | 66.58%-54.5pp | 41.64%-29.6pp |
| Employer contribution / active EE | $854 | $3,444-75.2% | $4,554-81.2% | $2,551-66.5% |
| Participant deferral / active EE | $2,156 | $6,519-66.9% | $7,897-72.7% | $4,139-47.9% |
| Admin fee / account holder | $2,325 | $8,390-72.3% | $13,129-82.3% | $7,234-67.9% |