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 | $43,378 | $214,378-79.8% | $200,582-78.4% | $142,382-69.5% |
| Participation rate | 66.7% | 87.4%-20.8pp | 86.9%-20.2pp | 80.1%-13.5pp |
| Annual return | 9.69% | 46.41%-36.7pp | 42.33%-32.6pp | 217.08%-207.4pp |
| Employer contribution / active EE | $1,522 | $6,841-77.8% | $6,419-76.3% | $4,299-64.6% |
| Participant deferral / active EE | $1,638 | $9,865-83.4% | $9,331-82.5% | $6,507-74.8% |
| Admin fee / account holder | $6,272 | $17,692-64.6% | $16,305-61.5% | $12,624-50.3% |