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 | $68,595 | $112,881-39.2% | $90,951-24.6% | $158,922-56.8% |
| Participation rate | 39.1% | 74.7%-35.6pp | 69.0%-29.9pp | 82.0%-42.8pp |
| Annual return | 1.49% | 215.79%-214.3pp | 134.60%-133.1pp | 302.83%-301.3pp |
| Employer contribution / active EE | $540 | $2,893-81.3% | $2,122-74.5% | $4,761-88.6% |
| Participant deferral / active EE | $785 | $4,128-81.0% | $3,373-76.7% | $5,982-86.9% |
| Admin fee / account holder | $4,927 | $8,041-38.7% | $5,959-17.3% | $11,246-56.2% |