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 | $28,388 | $159,602-82.2% | $150,045-81.1% | $142,382-80.1% |
| Participation rate | 47.4% | 84.0%-36.6pp | 82.3%-35.0pp | 80.1%-32.8pp |
| Annual return | 9.53% | 70.24%-60.7pp | 62.55%-53.0pp | 217.08%-207.5pp |
| Employer contribution / active EE | $1,412 | $4,961-71.5% | $4,693-69.9% | $4,299-67.2% |
| Participant deferral / active EE | $1,689 | $8,310-79.7% | $7,997-78.9% | $6,507-74.0% |
| Admin fee / account holder | $24,372 | $14,846+64.2% | $13,435+81.4% | $12,624+93.1% |