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 7-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 | $91,908 | $159,901-42.5% | $146,958-37.5% | $145,922-37.0% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.1pp |
| Annual return | 1.98% | 98.13%-96.2pp | 418.34%-416.4pp | 561.29%-559.3pp |
| Employer contribution / active EE | $1,696 | $5,286-67.9% | $4,933-65.6% | $4,660-63.6% |
| Participant deferral / active EE | $1,976 | $8,428-76.6% | $8,070-75.5% | $6,688-70.5% |
| Admin fee / account holder | $1,481 | $15,044-90.2% | $12,998-88.6% | $13,397-88.9% |