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 | $42,842 | $159,602-73.2% | $150,045-71.4% | $142,382-69.9% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 11.63% | 70.24%-58.6pp | 62.55%-50.9pp | 217.08%-205.4pp |
| Employer contribution / active EE | $1,125 | $4,961-77.3% | $4,693-76.0% | $4,299-73.8% |
| Participant deferral / active EE | $1,136 | $8,310-86.3% | $7,997-85.8% | $6,507-82.5% |
| Admin fee / account holder | $4,032 | $14,846-72.8% | $13,435-70.0% | $12,624-68.1% |