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 | $30,686 | $93,170-67.1% | $100,534-69.5% | $84,808-63.8% |
| Participation rate | 62.3% | 75.8%-13.5pp | 80.6%-18.3pp | 68.3%-6.0pp |
| Annual return | 2.75% | 47.13%-44.4pp | 32.66%-29.9pp | 40.90%-38.1pp |
| Employer contribution / active EE | $1,332 | $3,985-66.6% | $4,346-69.4% | $2,631-49.4% |
| Participant deferral / active EE | $1,962 | $5,699-65.6% | $6,144-68.1% | $4,212-53.4% |
| Admin fee / account holder | $14,873 | $7,382+101.5% | $7,654+94.3% | $7,344+102.5% |