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 | $60,190 | $101,724-40.8% | $164,813-63.5% | $80,856-25.6% |
| Participation rate | 44.3% | 71.8%-27.6pp | 78.6%-34.3pp | 67.6%-23.4pp |
| Annual return | 8.35% | 16.72%-8.4pp | 69.93%-61.6pp | 35.59%-27.2pp |
| Employer contribution / active EE | $1,010 | $2,953-65.8% | $4,341-76.7% | $2,755-63.3% |
| Participant deferral / active EE | $1,378 | $4,477-69.2% | $6,031-77.2% | $4,296-67.9% |
| Admin fee / account holder | $5,099 | $8,227-38.0% | $12,690-59.8% | $6,918-26.3% |