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 | $26,966 | $78,672-65.7% | $109,143-75.3% | $85,850-68.6% |
| Participation rate | 55.7% | 68.3%-12.6pp | 75.9%-20.2pp | 69.3%-13.6pp |
| Annual return | 8.15% | 25.09%-16.9pp | 25.75%-17.6pp | 318.53%-310.4pp |
| Employer contribution / active EE | $1,025 | $2,735-62.5% | $3,722-72.5% | $2,565-60.0% |
| Participant deferral / active EE | $1,073 | $3,467-69.0% | $4,653-76.9% | $3,952-72.8% |
| Admin fee / account holder | $2,191 | $5,469-59.9% | $6,752-67.6% | $6,260-65.0% |