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 | $64,353 | $66,098-2.6% | $101,794-36.8% | $74,304-13.4% |
| Participation rate | 35.3% | 53.8%-18.5pp | 69.2%-33.9pp | 60.3%-25.1pp |
| Annual return | 10.95% | 19.59%-8.6pp | 30.53%-19.6pp | 29.43%-18.5pp |
| Employer contribution / active EE | $595 | $1,082-45.0% | $2,289-74.0% | $2,241-73.4% |
| Participant deferral / active EE | $1,009 | $2,781-63.7% | $4,084-75.3% | $3,767-73.2% |
| Admin fee / account holder | $4,458 | $4,146+7.5% | $8,777-49.2% | $2,969+50.2% |