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 | $61,893 | $106,749-42.0% | $145,433-57.4% | $82,448-24.9% |
| Participation rate | 54.3% | 75.6%-21.3pp | 82.1%-27.8pp | 68.1%-13.7pp |
| Annual return | 12.95% | 27.59%-14.6pp | 66.58%-53.6pp | 41.64%-28.7pp |
| Employer contribution / active EE | $3,353 | $3,444-2.6% | $4,554-26.4% | $2,551+31.5% |
| Participant deferral / active EE | $1,677 | $6,519-74.3% | $7,897-78.8% | $4,139-59.5% |
| Admin fee / account holder | $2,991 | $8,390-64.3% | $13,129-77.2% | $7,234-58.6% |