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 | $49,692 | $54,541-8.9% | $78,778-36.9% | $70,131-29.1% |
| Participation rate | 28.1% | 60.8%-32.7pp | 69.2%-41.1pp | 69.5%-41.5pp |
| Annual return | 9.31% | 21.07%-11.8pp | 35.62%-26.3pp | 73.14%-63.8pp |
| Employer contribution / active EE | $525 | $1,089-51.8% | $1,986-73.6% | $2,342-77.6% |
| Participant deferral / active EE | $598 | $2,210-72.9% | $2,958-79.8% | $3,332-82.0% |
| Admin fee / account holder | $11,044 | $3,709+197.8% | $5,134+115.1% | $4,645+137.7% |