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 | $31,152 | $85,766-63.7% | $136,294-77.1% | $70,131-55.6% |
| Participation rate | 45.0% | 74.2%-29.2pp | 81.9%-36.9pp | 69.5%-24.5pp |
| Annual return | 11.76% | 31.45%-19.7pp | 5155.94%-5144.2pp | 73.14%-61.4pp |
| Employer contribution / active EE | $551 | $2,966-81.4% | $4,695-88.3% | $2,342-76.5% |
| Participant deferral / active EE | $1,949 | $5,051-61.4% | $6,247-68.8% | $3,332-41.5% |
| Admin fee / account holder | $3,276 | $5,420-39.6% | $9,243-64.6% | $4,645-29.5% |