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 | $30,879 | $103,376-70.1% | $87,100-64.5% | $152,861-79.8% |
| Participation rate | 63.6% | 79.3%-15.7pp | 76.9%-13.2pp | 82.4%-18.8pp |
| Annual return | 2.66% | 28.10%-25.4pp | 28.19%-25.5pp | 345.32%-342.7pp |
| Employer contribution / active EE | $1,818 | $3,220-43.5% | $2,521-27.9% | $4,762-61.8% |
| Participant deferral / active EE | $1,507 | $4,778-68.5% | $4,049-62.8% | $5,850-74.2% |
| Admin fee / account holder | $797 | $12,205-93.5% | $7,497-89.4% | $11,596-93.1% |