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 8-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 | $111,790 | $88,083+26.9% | $164,813-32.2% | $74,495+50.1% |
| Participation rate | 35.9% | 73.0%-37.1pp | 78.6%-42.7pp | 67.2%-31.3pp |
| Annual return | 9.92% | 17.26%-7.3pp | 69.93%-60.0pp | 1364.94%-1355.0pp |
| Employer contribution / active EE | $835 | $2,593-67.8% | $4,341-80.8% | $2,623-68.2% |
| Participant deferral / active EE | $2,075 | $4,498-53.9% | $6,031-65.6% | $4,346-52.3% |
| Admin fee / account holder | $1,790 | $2,234-19.9% | $12,690-85.9% | $1,942-7.8% |