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 | $102,413 | $96,484+6.1% | $156,263-34.5% | $74,304+37.8% |
| Participation rate | 31.9% | 67.7%-35.7pp | 78.9%-47.0pp | 60.3%-28.4pp |
| Annual return | 12.35% | 17.73%-5.4pp | 59.47%-47.1pp | 29.43%-17.1pp |
| Employer contribution / active EE | $803 | $2,528-68.2% | $4,333-81.5% | $2,241-64.2% |
| Participant deferral / active EE | $1,349 | $4,286-68.5% | $6,158-78.1% | $3,767-64.2% |
| Admin fee / account holder | $4,722 | $3,728+26.7% | $14,255-66.9% | $2,969+59.1% |