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 | $81,464 | $95,803-15.0% | $113,168-28.0% | $84,808-3.9% |
| Participation rate | 48.2% | 72.9%-24.6pp | 76.6%-28.3pp | 68.3%-20.1pp |
| Annual return | 8.51% | 25.00%-16.5pp | 24.27%-15.8pp | 40.90%-32.4pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $835 | $4,242-80.3% | $5,107-83.6% | $4,212-80.2% |
| Admin fee / account holder | $3,860 | $8,989-57.1% | $12,068-68.0% | $7,344-47.4% |