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 | $27,616 | $232,540-88.1% | $185,117-85.1% | $147,584-81.3% |
| Participation rate | 41.7% | 82.4%-40.7pp | 77.3%-35.6pp | 82.8%-41.2pp |
| Annual return | 4.94% | 43.03%-38.1pp | 40.50%-35.6pp | 578.55%-573.6pp |
| Employer contribution / active EE | $476 | $5,195-90.8% | $4,182-88.6% | $4,876-90.2% |
| Participant deferral / active EE | $511 | $5,834-91.2% | $5,045-89.9% | $5,439-90.6% |
| Admin fee / account holder | $9,747 | $10,275-5.1% | $8,159+19.5% | $10,885-10.5% |