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 4-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 | $114,781 | $93,571+22.7% | $135,903-15.5% | $75,163+52.7% |
| Participation rate | 40.0% | 75.2%-35.2pp | 81.9%-41.9pp | 67.2%-27.2pp |
| Annual return | 13.53% | 30.90%-17.4pp | 68.23%-54.7pp | 160.62%-147.1pp |
| Employer contribution / active EE | $1,013 | $3,537-71.4% | $4,856-79.1% | $2,670-62.1% |
| Participant deferral / active EE | $1,722 | $6,404-73.1% | $7,758-77.8% | $4,125-58.3% |
| Admin fee / account holder | $7,118 | $6,975+2.0% | $10,762-33.9% | $5,651+26.0% |