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 | $41,097 | $209,411-80.4% | $178,490-77.0% | $158,922-74.1% |
| Participation rate | 43.8% | 86.3%-42.6pp | 81.9%-38.2pp | 82.0%-38.2pp |
| Annual return | 2.20% | 188.75%-186.6pp | 151.07%-148.9pp | 302.83%-300.6pp |
| Employer contribution / active EE | $1,223 | $5,706-78.6% | $5,011-75.6% | $4,761-74.3% |
| Participant deferral / active EE | $1,762 | $5,954-70.4% | $5,202-66.1% | $5,982-70.6% |
| Admin fee / account holder | $13,334 | $17,074-21.9% | $13,984-4.6% | $11,246+18.6% |