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 5-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 | $31,145 | $133,922-76.7% | $116,228-73.2% | $142,382-78.1% |
| Participation rate | 22.2% | 77.9%-55.6pp | 74.6%-52.3pp | 80.1%-57.9pp |
| Annual return | 7.44% | 147.76%-140.3pp | 90.06%-82.6pp | 217.08%-209.6pp |
| Employer contribution / active EE | $1,188 | $3,446-65.5% | $2,994-60.3% | $4,299-72.4% |
| Participant deferral / active EE | $1,534 | $5,672-73.0% | $4,953-69.0% | $6,507-76.4% |
| Admin fee / account holder | $21,953 | $14,945+46.9% | $11,989+83.1% | $12,624+73.9% |