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 | $35,929 | $159,602-77.5% | $150,045-76.1% | $142,382-74.8% |
| Participation rate | 33.3% | 84.0%-50.6pp | 82.3%-49.0pp | 80.1%-46.8pp |
| Annual return | 8.94% | 70.24%-61.3pp | 62.55%-53.6pp | 217.08%-208.1pp |
| Employer contribution / active EE | $1,221 | $4,961-75.4% | $4,693-74.0% | $4,299-71.6% |
| Participant deferral / active EE | $1,492 | $8,310-82.0% | $7,997-81.3% | $6,507-77.1% |
| Admin fee / account holder | $840 | $14,846-94.3% | $13,435-93.7% | $12,624-93.3% |