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 | $59,947 | $165,335-63.7% | $149,696-60.0% | $158,922-62.3% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | -2.26% | 348.15%-350.4pp | 276.60%-278.9pp | 302.83%-305.1pp |
| Employer contribution / active EE | $1,294 | $5,103-74.6% | $4,644-72.1% | $4,761-72.8% |
| Participant deferral / active EE | $2,144 | $7,181-70.1% | $6,842-68.7% | $5,982-64.2% |
| Admin fee / account holder | $7,473 | $10,807-30.9% | $9,309-19.7% | $11,246-33.6% |