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 9-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 | $36,545 | $159,901-77.1% | $146,958-75.1% | $145,922-75.0% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 6.52% | 98.13%-91.6pp | 418.34%-411.8pp | 561.29%-554.8pp |
| Employer contribution / active EE | $1,301 | $5,286-75.4% | $4,933-73.6% | $4,660-72.1% |
| Participant deferral / active EE | $1,567 | $8,428-81.4% | $8,070-80.6% | $6,688-76.6% |
| Admin fee / account holder | $5,557 | $15,044-63.1% | $12,998-57.2% | $13,397-58.5% |