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 | $43,292 | $73,933-41.4% | $96,683-55.2% | $75,163-42.4% |
| Participation rate | 41.4% | 66.4%-25.0pp | 74.3%-33.0pp | 67.2%-25.8pp |
| Annual return | 11.78% | 26.70%-14.9pp | 35.69%-23.9pp | 160.62%-148.8pp |
| Employer contribution / active EE | $764 | $2,928-73.9% | $3,737-79.6% | $2,670-71.4% |
| Participant deferral / active EE | $1,404 | $3,659-61.6% | $4,878-71.2% | $4,125-66.0% |
| Admin fee / account holder | $8,846 | $5,216+69.6% | $6,730+31.5% | $5,651+56.5% |