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 | $118,713 | $100,773+17.8% | $88,946+33.5% | $142,382-16.6% |
| Participation rate | 15.8% | 74.3%-58.5pp | 68.8%-53.1pp | 80.1%-64.3pp |
| Annual return | 8.82% | 70.18%-61.4pp | 57.82%-49.0pp | 217.08%-208.3pp |
| Employer contribution / active EE | $377 | $2,918-87.1% | $2,555-85.3% | $4,299-91.2% |
| Participant deferral / active EE | $691 | $5,230-86.8% | $4,581-84.9% | $6,507-89.4% |
| Admin fee / account holder | $2,014 | $9,693-79.2% | $8,261-75.6% | $12,624-84.0% |