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 7-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 | $19,435 | $55,415-64.9% | $155,509-87.5% | $74,495-73.9% |
| Participation rate | 41.3% | 61.9%-20.6pp | 78.2%-36.9pp | 67.2%-25.9pp |
| Annual return | 9.10% | 268.50%-259.4pp | 64.67%-55.6pp | 1364.94%-1355.8pp |
| Employer contribution / active EE | $1,704 | $2,267-24.9% | $4,672-63.5% | $2,623-35.1% |
| Participant deferral / active EE | $0 | $2,836-100.0% | $5,626-100.0% | $4,346-100.0% |
| Admin fee / account holder | $1,505 | $1,738-13.4% | $15,912-90.5% | $1,942-22.5% |