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 | $61,306 | $80,968-24.3% | $96,544-36.5% | $75,163-18.4% |
| Participation rate | 16.9% | 71.8%-54.8pp | 76.0%-59.0pp | 67.2%-50.3pp |
| Annual return | 9.76% | 27.06%-17.3pp | 25.84%-16.1pp | 160.62%-150.9pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $815 | $3,928-79.3% | $4,851-83.2% | $4,125-80.2% |
| Admin fee / account holder | $615 | $6,724-90.9% | $8,252-92.5% | $5,651-89.1% |