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 | $42,253 | $102,317-58.7% | $146,958-71.2% | $80,856-47.7% |
| Participation rate | 32.3% | 75.8%-43.6pp | 82.2%-49.9pp | 67.6%-35.4pp |
| Annual return | 11.44% | 134.76%-123.3pp | 418.34%-406.9pp | 35.59%-24.2pp |
| Employer contribution / active EE | $1,818 | $3,713-51.0% | $4,933-63.1% | $2,755-34.0% |
| Participant deferral / active EE | $1,200 | $6,644-81.9% | $8,070-85.1% | $4,296-72.1% |
| Admin fee / account holder | $1,105 | $7,941-86.1% | $12,998-91.5% | $6,918-84.0% |