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 | $54,882 | $176,056-68.8% | $159,436-65.6% | $167,490-67.2% |
| Participation rate | 22.2% | 84.9%-62.7pp | 82.8%-60.6pp | 82.1%-59.9pp |
| Annual return | 4.33% | 331.75%-327.4pp | 263.57%-259.2pp | 478.56%-474.2pp |
| Employer contribution / active EE | $1,144 | $5,297-78.4% | $4,829-76.3% | $4,837-76.3% |
| Participant deferral / active EE | $1,144 | $7,750-85.2% | $7,352-84.4% | $6,341-82.0% |
| Admin fee / account holder | $20,903 | $12,554+66.5% | $10,799+93.6% | $12,309+69.8% |