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 | $30,599 | $85,766-64.3% | $136,294-77.5% | $70,131-56.4% |
| Participation rate | 51.8% | 74.2%-22.4pp | 81.9%-30.1pp | 69.5%-17.8pp |
| Annual return | 13.89% | 31.45%-17.6pp | 5155.94%-5142.0pp | 73.14%-59.2pp |
| Employer contribution / active EE | $749 | $2,966-74.8% | $4,695-84.1% | $2,342-68.0% |
| Participant deferral / active EE | $1,269 | $5,051-74.9% | $6,247-79.7% | $3,332-61.9% |
| Admin fee / account holder | $1,672 | $5,420-69.2% | $9,243-81.9% | $4,645-64.0% |