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 | $34,550 | $102,317-66.2% | $146,958-76.5% | $80,856-57.3% |
| Participation rate | 39.4% | 75.8%-36.4pp | 82.2%-42.8pp | 67.6%-28.2pp |
| Annual return | 11.30% | 134.76%-123.5pp | 418.34%-407.0pp | 35.59%-24.3pp |
| Employer contribution / active EE | $1,116 | $3,713-70.0% | $4,933-77.4% | $2,755-59.5% |
| Participant deferral / active EE | $1,356 | $6,644-79.6% | $8,070-83.2% | $4,296-68.4% |
| Admin fee / account holder | $6,778 | $7,941-14.6% | $12,998-47.9% | $6,918-2.0% |