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 | $159,934-77.2% | $147,005-75.1% | $145,959-75.0% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 6.52% | 98.24%-91.7pp | 418.76%-412.2pp | 561.95%-555.4pp |
| Employer contribution / active EE | $1,301 | $5,287-75.4% | $4,934-73.6% | $4,661-72.1% |
| Participant deferral / active EE | $1,567 | $8,427-81.4% | $8,070-80.6% | $6,689-76.6% |
| Admin fee / account holder | $5,557 | $15,053-63.1% | $13,006-57.3% | $13,398-58.5% |