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 | $47,301 | $99,341-52.4% | $84,750-44.2% | $273,961-82.7% |
| Participation rate | 53.8% | 80.7%-26.8pp | 76.6%-22.7pp | 83.0%-29.2pp |
| Annual return | 1.46% | 22.93%-21.5pp | 22.78%-21.3pp | 41.45%-40.0pp |
| Employer contribution / active EE | $2,543 | $4,214-39.7% | $3,574-28.9% | $4,869-47.8% |
| Participant deferral / active EE | $441 | $4,269-89.7% | $3,712-88.1% | $5,287-91.7% |
| Admin fee / account holder | $1,935 | $6,644-70.9% | $5,332-63.7% | $10,132-80.9% |