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 | $44,512 | $87,870-49.3% | $113,168-60.7% | $74,304-40.1% |
| Participation rate | 41.4% | 70.7%-29.3pp | 76.6%-35.1pp | 60.3%-18.9pp |
| Annual return | 9.30% | 26.44%-17.1pp | 24.27%-15.0pp | 29.43%-20.1pp |
| Employer contribution / active EE | $713 | $2,277-68.7% | $2,975-76.1% | $2,241-68.2% |
| Participant deferral / active EE | $1,343 | $4,241-68.3% | $5,107-73.7% | $3,767-64.3% |
| Admin fee / account holder | $1,084 | $3,368-67.8% | $12,068-91.0% | $2,969-63.5% |