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 | $28,794 | $140,940-79.6% | $112,229-74.3% | $139,434-79.3% |
| Participation rate | 55.6% | 79.2%-23.6pp | 72.4%-16.9pp | 80.3%-24.8pp |
| Annual return | 7.40% | 32.71%-25.3pp | 30.20%-22.8pp | 372.94%-365.5pp |
| Employer contribution / active EE | $1,100 | $4,283-74.3% | $3,430-67.9% | $4,751-76.8% |
| Participant deferral / active EE | $1,141 | $5,874-80.6% | $4,798-76.2% | $6,710-83.0% |
| Admin fee / account holder | $1,444 | $9,954-85.5% | $7,748-81.4% | $11,403-87.3% |