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 | $33,854 | $85,766-60.5% | $136,294-75.2% | $70,131-51.7% |
| Participation rate | 66.7% | 74.2%-7.5pp | 81.9%-15.3pp | 69.5%-2.9pp |
| Annual return | 12.83% | 31.45%-18.6pp | 5155.94%-5143.1pp | 73.14%-60.3pp |
| Employer contribution / active EE | $1,370 | $2,966-53.8% | $4,695-70.8% | $2,342-41.5% |
| Participant deferral / active EE | $2,126 | $5,051-57.9% | $6,247-66.0% | $3,332-36.2% |
| Admin fee / account holder | $9,416 | $5,420+73.7% | $9,243+1.9% | $4,645+102.7% |