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 | $157,737 | $124,425+26.8% | $112,040+40.8% | $137,256+14.9% |
| Participation rate | 62.5% | 79.3%-16.8pp | 76.5%-14.0pp | 80.0%-17.5pp |
| Annual return | 3.97% | 24.72%-20.7pp | 24.52%-20.5pp | 220.34%-216.4pp |
| Employer contribution / active EE | $1,395 | $3,411-59.1% | $2,954-52.8% | $4,156-66.4% |
| Participant deferral / active EE | $1,691 | $5,718-70.4% | $5,098-66.8% | $6,407-73.6% |
| Admin fee / account holder | $815 | $15,207-94.6% | $12,098-93.3% | $12,270-93.4% |