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 | $28,956 | $102,317-71.7% | $146,958-80.3% | $80,856-64.2% |
| Participation rate | 58.3% | 75.8%-17.5pp | 82.2%-23.8pp | 67.6%-9.3pp |
| Annual return | 10.78% | 134.76%-124.0pp | 418.34%-407.6pp | 35.59%-24.8pp |
| Employer contribution / active EE | $1,062 | $3,713-71.4% | $4,933-78.5% | $2,755-61.5% |
| Participant deferral / active EE | $1,931 | $6,644-70.9% | $8,070-76.1% | $4,296-55.0% |
| Admin fee / account holder | $3,384 | $7,941-57.4% | $12,998-74.0% | $6,918-51.1% |