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 | $51,866 | $93,571-44.6% | $135,903-61.8% | $75,163-31.0% |
| Participation rate | 63.2% | 75.2%-12.0pp | 81.9%-18.7pp | 67.2%-4.0pp |
| Annual return | 11.88% | 30.90%-19.0pp | 68.23%-56.4pp | 160.62%-148.7pp |
| Employer contribution / active EE | $1,333 | $3,537-62.3% | $4,856-72.6% | $2,670-50.1% |
| Participant deferral / active EE | $2,329 | $6,404-63.6% | $7,758-70.0% | $4,125-43.5% |
| Admin fee / account holder | $11,908 | $6,975+70.7% | $10,762+10.6% | $5,651+110.7% |