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 | $38,830 | $144,119-73.1% | $117,854-67.1% | $147,584-73.7% |
| Participation rate | 54.5% | 83.4%-28.9pp | 79.7%-25.1pp | 82.8%-28.3pp |
| Annual return | 5.38% | 531.15%-525.8pp | 335.08%-329.7pp | 578.55%-573.2pp |
| Employer contribution / active EE | $1,487 | $4,896-69.6% | $3,786-60.7% | $4,876-69.5% |
| Participant deferral / active EE | $1,558 | $5,316-70.7% | $4,482-65.2% | $5,439-71.4% |
| Admin fee / account holder | $1,994 | $10,886-81.7% | $8,020-75.1% | $10,885-81.7% |