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 | $45,452 | $171,865-73.6% | $149,718-69.6% | $147,584-69.2% |
| Participation rate | 47.1% | 88.2%-41.1pp | 87.1%-40.0pp | 82.8%-35.8pp |
| Annual return | 7.77% | 2113.22%-2105.4pp | 1501.63%-1493.9pp | 578.55%-570.8pp |
| Employer contribution / active EE | $1,546 | $6,275-75.4% | $5,445-71.6% | $4,876-68.3% |
| Participant deferral / active EE | $1,873 | $7,271-74.2% | $6,569-71.5% | $5,439-65.6% |
| Admin fee / account holder | $4,818 | $13,799-65.1% | $11,283-57.3% | $10,885-55.7% |