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 | $18,342 | $99,918-81.6% | $81,382-77.5% | $145,922-87.4% |
| Participation rate | 25.0% | 74.2%-49.2pp | 69.5%-44.5pp | 80.3%-55.3pp |
| Annual return | 6.45% | 34.32%-27.9pp | 24.73%-18.3pp | 561.29%-554.8pp |
| Employer contribution / active EE | $570 | $2,978-80.9% | $2,463-76.9% | $4,660-87.8% |
| Participant deferral / active EE | $570 | $4,605-87.6% | $3,883-85.3% | $6,688-91.5% |
| Admin fee / account holder | $6,004 | $8,212-26.9% | $5,768+4.1% | $13,397-55.2% |