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 | $77,578 | $80,968-4.2% | $96,544-19.6% | $75,163+3.2% |
| Participation rate | 26.1% | 71.8%-45.6pp | 76.0%-49.8pp | 67.2%-41.1pp |
| Annual return | 9.05% | 27.06%-18.0pp | 25.84%-16.8pp | 160.62%-151.6pp |
| Employer contribution / active EE | $730 | $2,282-68.0% | $2,965-75.4% | $2,670-72.7% |
| Participant deferral / active EE | $1,757 | $3,928-55.3% | $4,851-63.8% | $4,125-57.4% |
| Admin fee / account holder | $42,990 | $6,724+539.3% | $8,252+420.9% | $5,651+660.8% |