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 | $45,485 | $77,314-41.2% | $177,989-74.4% | $80,856-43.7% |
| Participation rate | 61.8% | 65.7%-3.9pp | 77.1%-15.3pp | 67.6%-5.9pp |
| Annual return | 8.23% | 18.09%-9.9pp | 294.48%-286.3pp | 35.59%-27.4pp |
| Employer contribution / active EE | $1,547 | $2,292-32.5% | $3,949-60.8% | $2,755-43.9% |
| Participant deferral / active EE | $1,281 | $4,411-71.0% | $6,276-79.6% | $4,296-70.2% |
| Admin fee / account holder | $9,426 | $7,191+31.1% | $10,363-9.0% | $6,918+36.2% |