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 | $59,474 | $57,541+3.4% | $95,745-37.9% | $75,163-20.9% |
| Participation rate | 35.4% | 62.5%-27.1pp | 72.3%-36.8pp | 67.2%-31.7pp |
| Annual return | 6.16% | 34.93%-28.8pp | 28.35%-22.2pp | 160.62%-154.5pp |
| Employer contribution / active EE | $465 | $1,808-74.3% | $2,835-83.6% | $2,670-82.6% |
| Participant deferral / active EE | $580 | $3,074-81.1% | $4,245-86.3% | $4,125-85.9% |
| Admin fee / account holder | $598 | $4,099-85.4% | $5,678-89.5% | $5,651-89.4% |