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 | $77,531 | $56,277+37.8% | $80,975-4.3% | $62,891+23.3% |
| Participation rate | 37.5% | 69.0%-31.5pp | 75.8%-38.3pp | 69.3%-31.8pp |
| Annual return | -3.44% | 22.12%-25.6pp | 17.10%-20.5pp | 20.14%-23.6pp |
| Employer contribution / active EE | $862 | $1,943-55.7% | $3,714-76.8% | $2,281-62.2% |
| Participant deferral / active EE | $1,359 | $4,195-67.6% | $5,696-76.1% | $3,203-57.6% |
| Admin fee / account holder | $2,513 | $3,741-32.8% | $5,516-54.4% | $4,296-41.5% |