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 | $29,996 | $177,572-83.1% | $154,803-80.6% | $142,382-78.9% |
| Participation rate | 57.1% | 82.1%-24.9pp | 78.1%-20.9pp | 80.1%-23.0pp |
| Annual return | 4.51% | 65.07%-60.6pp | 58.88%-54.4pp | 217.08%-212.6pp |
| Employer contribution / active EE | $2,353 | $4,810-51.1% | $4,305-45.4% | $4,299-45.3% |
| Participant deferral / active EE | $1,398 | $6,272-77.7% | $5,540-74.8% | $6,507-78.5% |
| Admin fee / account holder | $4,792 | $16,786-71.5% | $14,329-66.6% | $12,624-62.0% |