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 | $44,165 | $175,202-74.8% | $149,673-70.5% | $139,434-68.3% |
| Participation rate | 69.6% | 83.4%-13.8pp | 78.8%-9.2pp | 80.3%-10.8pp |
| Annual return | 9.32% | 166.71%-157.4pp | 134.42%-125.1pp | 372.94%-363.6pp |
| Employer contribution / active EE | $1,877 | $5,474-65.7% | $4,818-61.0% | $4,751-60.5% |
| Participant deferral / active EE | $704 | $6,519-89.2% | $5,680-87.6% | $6,710-89.5% |
| Admin fee / account holder | $825 | $16,150-94.9% | $13,210-93.8% | $11,403-92.8% |