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 | $46,672 | $124,425-62.5% | $112,040-58.3% | $137,256-66.0% |
| Participation rate | 62.5% | 79.3%-16.8pp | 76.5%-14.0pp | 80.0%-17.5pp |
| Annual return | 7.94% | 24.72%-16.8pp | 24.52%-16.6pp | 220.34%-212.4pp |
| Employer contribution / active EE | $1,588 | $3,411-53.4% | $2,954-46.2% | $4,156-61.8% |
| Participant deferral / active EE | $1,237 | $5,718-78.4% | $5,098-75.7% | $6,407-80.7% |
| Admin fee / account holder | $21,500 | $15,207+41.4% | $12,098+77.7% | $12,270+75.2% |