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 | $127,065-53.6% | $113,168-47.9% | $142,382-58.6% |
| Participation rate | 35.3% | 79.2%-43.9pp | 76.6%-41.3pp | 80.1%-44.8pp |
| Annual return | 7.45% | 24.03%-16.6pp | 24.27%-16.8pp | 217.08%-209.6pp |
| Employer contribution / active EE | $1,668 | $3,442-51.6% | $2,975-44.0% | $4,299-61.2% |
| Participant deferral / active EE | $1,667 | $5,716-70.8% | $5,107-67.4% | $6,507-74.4% |
| Admin fee / account holder | $455 | $15,736-97.1% | $12,068-96.2% | $12,624-96.4% |