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 | $83,608 | $105,126-20.5% | $94,646-11.7% | $139,434-40.0% |
| Participation rate | 52.6% | 82.4%-29.7pp | 80.8%-28.2pp | 80.3%-27.7pp |
| Annual return | 11.19% | 38.03%-26.8pp | 156.71%-145.5pp | 372.94%-361.8pp |
| Employer contribution / active EE | $677 | $4,106-83.5% | $3,672-81.6% | $4,751-85.8% |
| Participant deferral / active EE | $1,933 | $7,599-74.6% | $7,418-73.9% | $6,710-71.2% |
| Admin fee / account holder | $7,423 | $8,984-17.4% | $7,231+2.7% | $11,403-34.9% |