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 | $33,014 | $148,534-77.8% | $135,903-75.7% | $139,434-76.3% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 11.65% | 79.19%-67.5pp | 68.23%-56.6pp | 372.94%-361.3pp |
| Employer contribution / active EE | $1,697 | $5,243-67.6% | $4,856-65.1% | $4,751-64.3% |
| Participant deferral / active EE | $1,862 | $8,100-77.0% | $7,758-76.0% | $6,710-72.3% |
| Admin fee / account holder | $584 | $12,400-95.3% | $10,762-94.6% | $11,403-94.9% |