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 | $54,574 | $148,534-63.3% | $135,903-59.8% | $139,434-60.9% |
| Participation rate | 53.8% | 83.9%-30.0pp | 81.9%-28.1pp | 80.3%-26.5pp |
| Annual return | 9.63% | 79.19%-69.6pp | 68.23%-58.6pp | 372.94%-363.3pp |
| Employer contribution / active EE | $1,461 | $5,243-72.1% | $4,856-69.9% | $4,751-69.2% |
| Participant deferral / active EE | $2,387 | $8,100-70.5% | $7,758-69.2% | $6,710-64.4% |
| Admin fee / account holder | $765 | $12,400-93.8% | $10,762-92.9% | $11,403-93.3% |