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 7-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 | $34,013 | $135,952-75.0% | $123,892-72.5% | $273,961-87.6% |
| Participation rate | 40.0% | 84.1%-44.1pp | 81.4%-41.4pp | 83.0%-43.0pp |
| Annual return | -13.44% | 56.63%-70.1pp | 47.52%-61.0pp | 41.45%-54.9pp |
| Employer contribution / active EE | $1,040 | $5,170-79.9% | $4,617-77.5% | $4,869-78.6% |
| Participant deferral / active EE | $1,252 | $6,343-80.3% | $5,984-79.1% | $5,287-76.3% |
| Admin fee / account holder | $3,537 | $9,817-64.0% | $8,357-57.7% | $10,132-65.1% |