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 | $82,205 | $177,572-53.7% | $154,803-46.9% | $142,382-42.3% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.1%-28.1pp | 80.1%-30.1pp |
| Annual return | 7.11% | 65.07%-58.0pp | 58.88%-51.8pp | 217.08%-210.0pp |
| Employer contribution / active EE | $1,667 | $4,810-65.4% | $4,305-61.3% | $4,299-61.2% |
| Participant deferral / active EE | $1,667 | $6,272-73.4% | $5,540-69.9% | $6,507-74.4% |
| Admin fee / account holder | $7,451 | $16,786-55.6% | $14,329-48.0% | $12,624-41.0% |