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 | $39,217 | $71,050-44.8% | $93,606-58.1% | $80,856-51.5% |
| Participation rate | 47.1% | 60.4%-13.3pp | 68.7%-21.7pp | 67.6%-20.6pp |
| Annual return | 9.36% | 11.26%-1.9pp | 133.20%-123.8pp | 35.59%-26.2pp |
| Employer contribution / active EE | $697 | $1,564-55.4% | $2,420-71.2% | $2,755-74.7% |
| Participant deferral / active EE | $1,229 | $4,034-69.5% | $4,411-72.1% | $4,296-71.4% |
| Admin fee / account holder | $1,566 | $6,945-77.4% | $8,285-81.1% | $6,918-77.4% |