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 | $55,373 | $85,766-35.4% | $136,294-59.4% | $70,131-21.0% |
| Participation rate | 30.0% | 74.2%-44.2pp | 81.9%-51.9pp | 69.5%-39.5pp |
| Annual return | 13.55% | 31.45%-17.9pp | 5155.94%-5142.4pp | 73.14%-59.6pp |
| Employer contribution / active EE | $798 | $2,966-73.1% | $4,695-83.0% | $2,342-65.9% |
| Participant deferral / active EE | $2,028 | $5,051-59.8% | $6,247-67.5% | $3,332-39.1% |
| Admin fee / account holder | $11,674 | $5,420+115.4% | $9,243+26.3% | $4,645+151.3% |