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 | $46,875 | $115,770-59.5% | $101,248-53.7% | $158,922-70.5% |
| Participation rate | 42.1% | 79.4%-37.3pp | 75.8%-33.7pp | 82.0%-39.9pp |
| Annual return | 6.32% | 56.14%-49.8pp | 46.47%-40.1pp | 302.83%-296.5pp |
| Employer contribution / active EE | $842 | $4,175-79.8% | $3,660-77.0% | $4,761-82.3% |
| Participant deferral / active EE | $1,306 | $4,957-73.7% | $4,370-70.1% | $5,982-78.2% |
| Admin fee / account holder | $3,914 | $7,245-46.0% | $5,945-34.2% | $11,246-65.2% |