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 | $69,415 | $91,190-23.9% | $178,490-61.1% | $79,858-13.1% |
| Participation rate | 68.1% | 69.2%-1.1pp | 81.9%-13.8pp | 69.6%-1.5pp |
| Annual return | 6.09% | 24.19%-18.1pp | 151.07%-145.0pp | 31.71%-25.6pp |
| Employer contribution / active EE | $4,970 | $3,256+52.6% | $5,011-0.8% | $2,471+101.1% |
| Participant deferral / active EE | $0 | $3,236-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $20,685 | $6,751+206.4% | $13,984+47.9% | $5,306+289.8% |