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 | $55,830 | $91,190-38.8% | $178,490-68.7% | $79,858-30.1% |
| Participation rate | 41.9% | 69.2%-27.3pp | 81.9%-40.1pp | 69.6%-27.8pp |
| Annual return | 8.41% | 24.19%-15.8pp | 151.07%-142.7pp | 31.71%-23.3pp |
| Employer contribution / active EE | $671 | $3,256-79.4% | $5,011-86.6% | $2,471-72.8% |
| Participant deferral / active EE | $671 | $3,236-79.3% | $5,202-87.1% | $3,740-82.0% |
| Admin fee / account holder | $2,846 | $6,751-57.8% | $13,984-79.6% | $5,306-46.4% |