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 | $149,831 | $74,927+100.0% | $101,794+47.2% | $84,808+76.7% |
| Participation rate | 47.6% | 61.4%-13.8pp | 69.2%-21.6pp | 68.3%-20.7pp |
| Annual return | 11.96% | 18.70%-6.7pp | 30.53%-18.6pp | 40.90%-28.9pp |
| Employer contribution / active EE | $487 | $1,522-68.0% | $2,289-78.7% | $2,631-81.5% |
| Participant deferral / active EE | $974 | $3,099-68.6% | $4,084-76.2% | $4,212-76.9% |
| Admin fee / account holder | $789 | $6,514-87.9% | $8,777-91.0% | $7,344-89.3% |