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 | $72,600 | $98,750-26.5% | $149,696-51.5% | $79,858-9.1% |
| Participation rate | 35.5% | 75.8%-40.3pp | 82.5%-47.0pp | 69.6%-34.1pp |
| Annual return | 4.68% | 27.43%-22.7pp | 276.60%-271.9pp | 31.71%-27.0pp |
| Employer contribution / active EE | $674 | $3,216-79.0% | $4,644-85.5% | $2,471-72.7% |
| Participant deferral / active EE | $1,388 | $5,680-75.6% | $6,842-79.7% | $3,740-62.9% |
| Admin fee / account holder | $2,687 | $6,053-55.6% | $9,309-71.1% | $5,306-49.4% |