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 | $56,882 | $78,672-27.7% | $109,143-47.9% | $85,850-33.7% |
| Participation rate | 69.0% | 68.3%+0.8pp | 75.9%-6.8pp | 69.3%-0.3pp |
| Annual return | 9.47% | 25.09%-15.6pp | 25.75%-16.3pp | 318.53%-309.1pp |
| Employer contribution / active EE | $9,687 | $2,735+254.2% | $3,722+160.3% | $2,565+277.6% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,653-100.0% | $3,952-100.0% |
| Admin fee / account holder | $4,918 | $5,469-10.1% | $6,752-27.2% | $6,260-21.4% |