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 | $56,193 | $74,927-25.0% | $101,794-44.8% | $84,808-33.7% |
| Participation rate | 63.3% | 61.4%+1.9pp | 69.2%-5.9pp | 68.3%-5.0pp |
| Annual return | 7.18% | 18.70%-11.5pp | 30.53%-23.3pp | 40.90%-33.7pp |
| Employer contribution / active EE | $551 | $1,522-63.8% | $2,289-75.9% | $2,631-79.0% |
| Participant deferral / active EE | $1,126 | $3,099-63.7% | $4,084-72.4% | $4,212-73.3% |
| Admin fee / account holder | $4,072 | $6,514-37.5% | $8,777-53.6% | $7,344-44.6% |