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 | $46,996 | $85,766-45.2% | $136,294-65.5% | $70,131-33.0% |
| Participation rate | 17.3% | 74.2%-56.8pp | 81.9%-64.6pp | 69.5%-52.2pp |
| Annual return | 14.07% | 31.45%-17.4pp | 5155.94%-5141.9pp | 73.14%-59.1pp |
| Employer contribution / active EE | $899 | $2,966-69.7% | $4,695-80.9% | $2,342-61.6% |
| Participant deferral / active EE | $1,317 | $5,051-73.9% | $6,247-78.9% | $3,332-60.5% |
| Admin fee / account holder | $3,252 | $5,420-40.0% | $9,243-64.8% | $4,645-30.0% |