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 | $46,695 | $73,397-36.4% | $178,014-73.8% | $74,546-37.4% |
| Participation rate | 54.4% | 66.6%-12.2pp | 77.1%-22.7pp | 67.2%-12.8pp |
| Annual return | 5.55% | 17.49%-11.9pp | 294.80%-289.3pp | 1366.03%-1360.5pp |
| Employer contribution / active EE | $944 | $2,217-57.4% | $3,950-76.1% | $2,624-64.0% |
| Participant deferral / active EE | $1,512 | $4,512-66.5% | $6,276-75.9% | $4,347-65.2% |
| Admin fee / account holder | $1,600 | $1,809-11.5% | $10,362-84.6% | $1,944-17.7% |