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 | $108,757 | $83,477+30.3% | $125,175-13.1% | $72,985+49.0% |
| Participation rate | 45.2% | 73.3%-28.1pp | 79.8%-34.5pp | 69.5%-24.2pp |
| Annual return | 8.68% | 25.78%-17.1pp | 43.79%-35.1pp | 81.00%-72.3pp |
| Employer contribution / active EE | $671 | $2,345-71.4% | $3,865-82.6% | $2,440-72.5% |
| Participant deferral / active EE | $1,053 | $3,585-70.6% | $4,937-78.7% | $3,607-70.8% |
| Admin fee / account holder | $1,669 | $5,517-69.7% | $9,702-82.8% | $5,124-67.4% |