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 | $31,540 | $85,766-63.2% | $136,294-76.9% | $70,131-55.0% |
| Participation rate | 67.2% | 74.2%-6.9pp | 81.9%-14.7pp | 69.5%-2.3pp |
| Annual return | 12.77% | 31.45%-18.7pp | 5155.94%-5143.2pp | 73.14%-60.4pp |
| Employer contribution / active EE | $2,627 | $2,966-11.4% | $4,695-44.0% | $2,342+12.2% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,971 | $5,420-45.2% | $9,243-67.9% | $4,645-36.0% |