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 | $42,603 | $138,347-69.2% | $184,203-76.9% | $80,856-47.3% |
| Participation rate | 8.9% | 83.9%-75.0pp | 86.8%-77.9pp | 67.6%-58.7pp |
| Annual return | 1.42% | 20.02%-18.6pp | 28.81%-27.4pp | 35.59%-34.2pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $6,427-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,374 | $7,071-80.6% | $9,131-85.0% | $4,296-68.0% |
| Admin fee / account holder | $1,480 | $10,483-85.9% | $13,901-89.4% | $6,918-78.6% |