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 | $76,674 | $89,652-14.5% | $141,162-45.7% | $65,185+17.6% |
| Participation rate | 43.0% | 74.7%-31.7pp | 82.5%-39.5pp | 70.2%-27.2pp |
| Annual return | 16.49% | 32.79%-16.3pp | 71.39%-54.9pp | 29.38%-12.9pp |
| Employer contribution / active EE | $989 | $3,065-67.7% | $4,735-79.1% | $2,177-54.6% |
| Participant deferral / active EE | $2,454 | $5,691-56.9% | $6,709-63.4% | $3,514-30.2% |
| Admin fee / account holder | $2,645 | $569+365.2% | $10,261-74.2% | $847+212.2% |