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 | $109,881-43.7% | $150,045-58.8% | $84,808-27.0% |
| Participation rate | 54.3% | 76.1%-21.7pp | 82.3%-28.0pp | 68.3%-14.0pp |
| Annual return | 12.95% | 28.25%-15.3pp | 62.55%-49.6pp | 40.90%-27.9pp |
| Employer contribution / active EE | $3,353 | $3,561-5.8% | $4,693-28.5% | $2,631+27.5% |
| Participant deferral / active EE | $1,677 | $6,636-74.7% | $7,997-79.0% | $4,212-60.2% |
| Admin fee / account holder | $2,991 | $8,568-65.1% | $13,435-77.7% | $7,344-59.3% |