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 | $33,840 | $150,187-77.5% | $120,354-71.9% | $145,922-76.8% |
| Participation rate | 55.6% | 78.8%-23.2pp | 71.9%-16.4pp | 80.3%-24.7pp |
| Annual return | 5.75% | 154.07%-148.3pp | 107.15%-101.4pp | 561.29%-555.5pp |
| Employer contribution / active EE | $1,406 | $4,348-67.7% | $3,463-59.4% | $4,660-69.8% |
| Participant deferral / active EE | $1,406 | $6,173-77.2% | $4,991-71.8% | $6,688-79.0% |
| Admin fee / account holder | $1,336 | $12,207-89.1% | $9,423-85.8% | $13,397-90.0% |