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 | $99,306 | $104,251-4.7% | $91,001+9.1% | $147,584-32.7% |
| Participation rate | 54.5% | 78.2%-23.7pp | 75.6%-21.1pp | 82.8%-28.3pp |
| Annual return | 7.46% | 27.06%-19.6pp | 4.60%+2.9pp | 578.55%-571.1pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,456-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,094 | $4,195-73.9% | $3,547-69.2% | $5,439-79.9% |
| Admin fee / account holder | $9,267 | $8,948+3.6% | $5,417+71.1% | $10,885-14.9% |