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 | $35,890 | $53,053-32.4% | $126,539-71.6% | $74,304-51.7% |
| Participation rate | 22.1% | 48.0%-25.9pp | 69.8%-47.7pp | 60.3%-38.2pp |
| Annual return | 12.91% | 29.46%-16.6pp | 425.95%-413.0pp | 29.43%-16.5pp |
| Employer contribution / active EE | $362 | $1,168-69.0% | $3,674-90.2% | $2,241-83.9% |
| Participant deferral / active EE | $464 | $2,303-79.8% | $4,083-88.6% | $3,767-87.7% |
| Admin fee / account holder | $3,120 | $3,698-15.6% | $6,065-48.6% | $2,969+5.1% |