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 7-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 | $43,662 | $79,700-45.2% | $153,485-71.6% | $74,495-41.4% |
| Participation rate | 21.6% | 69.8%-48.2pp | 77.1%-55.5pp | 67.2%-45.6pp |
| Annual return | 11.58% | 15.07%-3.5pp | 15.65%-4.1pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $1,548 | $4,016-61.5% | $5,039-69.3% | $2,623-41.0% |
| Participant deferral / active EE | $2,044 | $5,315-61.5% | $6,757-69.8% | $4,346-53.0% |
| Admin fee / account holder | $1,627 | $1,790-9.1% | $12,724-87.2% | $1,942-16.2% |