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 | $35,225 | $76,050-53.7% | $96,544-63.5% | $71,457-50.7% |
| Participation rate | 42.7% | 74.4%-31.7pp | 76.0%-33.2pp | 67.9%-25.2pp |
| Annual return | 9.71% | 22.81%-13.1pp | 25.84%-16.1pp | 28.85%-19.1pp |
| Employer contribution / active EE | $746 | $2,244-66.8% | $2,965-74.8% | $2,588-71.2% |
| Participant deferral / active EE | $1,274 | $4,215-69.8% | $4,851-73.7% | $4,289-70.3% |
| Admin fee / account holder | $2,739 | $2,707+1.2% | $8,252-66.8% | $1,587+72.5% |