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 | $62,010 | $80,673-23.1% | $101,326-38.8% | $84,808-26.9% |
| Participation rate | 42.2% | 77.8%-35.6pp | 81.5%-39.3pp | 68.3%-26.1pp |
| Annual return | 12.20% | 38.95%-26.8pp | 36.82%-24.6pp | 40.90%-28.7pp |
| Employer contribution / active EE | $450 | $2,698-83.3% | $3,665-87.7% | $2,631-82.9% |
| Participant deferral / active EE | $1,564 | $6,840-77.1% | $7,994-80.4% | $4,212-62.9% |
| Admin fee / account holder | $8,248 | $12,784-35.5% | $11,185-26.3% | $7,344+12.3% |