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 3-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 | $19,548 | $159,602-87.8% | $150,045-87.0% | $142,382-86.3% |
| Participation rate | 36.8% | 84.0%-47.1pp | 82.3%-45.5pp | 80.1%-43.3pp |
| Annual return | 9.81% | 70.24%-60.4pp | 62.55%-52.7pp | 217.08%-207.3pp |
| Employer contribution / active EE | $1,082 | $4,961-78.2% | $4,693-76.9% | $4,299-74.8% |
| Participant deferral / active EE | $1,859 | $8,310-77.6% | $7,997-76.8% | $6,507-71.4% |
| Admin fee / account holder | $5,896 | $14,846-60.3% | $13,435-56.1% | $12,624-53.3% |