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 | $108,860 | $71,516+52.2% | $98,439+10.6% | $71,457+52.3% |
| Participation rate | 16.0% | 72.7%-56.7pp | 75.2%-59.2pp | 67.9%-51.9pp |
| Annual return | 13.24% | 32.41%-19.2pp | 21.16%-7.9pp | 28.85%-15.6pp |
| Employer contribution / active EE | $0 | $2,399-100.0% | $3,048-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $819 | $4,109-80.1% | $4,738-82.7% | $4,289-80.9% |
| Admin fee / account holder | $6,602 | $1,675+294.2% | $8,948-26.2% | $1,587+315.9% |