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 | $47,857 | $183,963-74.0% | $162,163-70.5% | $152,861-68.7% |
| Participation rate | 36.4% | 88.5%-52.1pp | 87.6%-51.2pp | 82.4%-46.1pp |
| Annual return | 5.20% | 150.76%-145.6pp | 115.59%-110.4pp | 345.32%-340.1pp |
| Employer contribution / active EE | $0 | $6,371-100.0% | $5,614-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $118 | $8,034-98.5% | $7,298-98.4% | $5,850-98.0% |
| Admin fee / account holder | $9,547 | $13,121-27.2% | $10,843-12.0% | $11,596-17.7% |