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 9-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 | $38,737 | $177,572-78.2% | $154,803-75.0% | $142,382-72.8% |
| Participation rate | 43.8% | 82.1%-38.3pp | 78.1%-34.3pp | 80.1%-36.4pp |
| Annual return | 11.27% | 65.07%-53.8pp | 58.88%-47.6pp | 217.08%-205.8pp |
| Employer contribution / active EE | $1,412 | $4,810-70.7% | $4,305-67.2% | $4,299-67.2% |
| Participant deferral / active EE | $1,160 | $6,272-81.5% | $5,540-79.1% | $6,507-82.2% |
| Admin fee / account holder | $2,732 | $16,786-83.7% | $14,329-80.9% | $12,624-78.4% |