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 | $65,244 | $91,552-28.7% | $133,956-51.3% | $79,858-18.3% |
| Participation rate | 43.9% | 73.3%-29.4pp | 79.8%-35.9pp | 69.6%-25.7pp |
| Annual return | 6.69% | 61.85%-55.2pp | 45.09%-38.4pp | 31.71%-25.0pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,072 | $3,733-71.3% | $5,048-78.8% | $3,740-71.3% |
| Admin fee / account holder | $3,751 | $6,321-40.7% | $8,927-58.0% | $5,306-29.3% |