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 7-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 | $17,719 | $172,111-89.7% | $150,298-88.2% | $137,256-87.1% |
| Participation rate | 61.9% | 81.7%-19.8pp | 77.8%-15.9pp | 80.0%-18.1pp |
| Annual return | 10.33% | 69.37%-59.0pp | 62.79%-52.5pp | 220.34%-210.0pp |
| Employer contribution / active EE | $1,281 | $4,636-72.4% | $4,154-69.2% | $4,156-69.2% |
| Participant deferral / active EE | $981 | $6,166-84.1% | $5,453-82.0% | $6,407-84.7% |
| Admin fee / account holder | $2,745 | $16,471-83.3% | $14,116-80.6% | $12,270-77.6% |