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 | $58,946 | $124,425-52.6% | $112,040-47.4% | $137,256-57.1% |
| Participation rate | 35.3% | 79.3%-44.0pp | 76.5%-41.2pp | 80.0%-44.7pp |
| Annual return | 7.45% | 24.72%-17.3pp | 24.52%-17.1pp | 220.34%-212.9pp |
| Employer contribution / active EE | $1,668 | $3,411-51.1% | $2,954-43.5% | $4,156-59.9% |
| Participant deferral / active EE | $1,667 | $5,718-70.9% | $5,098-67.3% | $6,407-74.0% |
| Admin fee / account holder | $455 | $15,207-97.0% | $12,098-96.2% | $12,270-96.3% |