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 | $76,838 | $54,541+40.9% | $78,778-2.5% | $70,131+9.6% |
| Participation rate | 20.0% | 60.8%-40.8pp | 69.2%-49.2pp | 69.5%-49.5pp |
| Annual return | 11.64% | 21.07%-9.4pp | 35.62%-24.0pp | 73.14%-61.5pp |
| Employer contribution / active EE | $662 | $1,089-39.2% | $1,986-66.7% | $2,342-71.7% |
| Participant deferral / active EE | $735 | $2,210-66.8% | $2,958-75.2% | $3,332-78.0% |
| Admin fee / account holder | $1,194 | $3,709-67.8% | $5,134-76.7% | $4,645-74.3% |