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 | $47,315 | $185,822-74.5% | $169,993-72.2% | $139,434-66.1% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 9.50% | 60.50%-51.0pp | 53.37%-43.9pp | 372.94%-363.4pp |
| Employer contribution / active EE | $1,952 | $7,590-74.3% | $6,785-71.2% | $4,751-58.9% |
| Participant deferral / active EE | $2,400 | $11,622-79.3% | $10,408-76.9% | $6,710-64.2% |
| Admin fee / account holder | $1,279 | $15,381-91.7% | $12,815-90.0% | $11,403-88.8% |