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 | $72,456 | $81,460-11.1% | $103,333-29.9% | $80,856-10.4% |
| Participation rate | 38.2% | 66.8%-28.6pp | 74.5%-36.3pp | 67.6%-29.4pp |
| Annual return | 9.45% | 25.55%-16.1pp | 24.88%-15.4pp | 35.59%-26.1pp |
| Employer contribution / active EE | $1,458 | $3,105-53.1% | $3,868-62.3% | $2,755-47.1% |
| Participant deferral / active EE | $1,568 | $3,869-59.5% | $5,057-69.0% | $4,296-63.5% |
| Admin fee / account holder | $936 | $6,566-85.7% | $8,355-88.8% | $6,918-86.5% |