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 | $98,148 | $91,407+7.4% | $135,903-27.8% | $71,457+37.4% |
| Participation rate | 62.7% | 75.7%-12.9pp | 81.9%-19.2pp | 67.9%-5.2pp |
| Annual return | 8.76% | 29.90%-21.1pp | 68.23%-59.5pp | 28.85%-20.1pp |
| Employer contribution / active EE | $993 | $3,703-73.2% | $4,856-79.6% | $2,588-61.6% |
| Participant deferral / active EE | $2,450 | $7,092-65.5% | $7,758-68.4% | $4,289-42.9% |
| Admin fee / account holder | $5,384 | $1,266+325.3% | $10,762-50.0% | $1,587+239.2% |