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 8-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 | $49,101 | $93,170-47.3% | $100,534-51.2% | $84,808-42.1% |
| Participation rate | 61.8% | 75.8%-14.1pp | 80.6%-18.9pp | 68.3%-6.5pp |
| Annual return | 12.96% | 47.13%-34.2pp | 32.66%-19.7pp | 40.90%-27.9pp |
| Employer contribution / active EE | $6,998 | $3,985+75.6% | $4,346+61.0% | $2,631+166.0% |
| Participant deferral / active EE | $1,558 | $5,699-72.7% | $6,144-74.6% | $4,212-63.0% |
| Admin fee / account holder | $4,203 | $7,382-43.1% | $7,654-45.1% | $7,344-42.8% |