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 | $27,930 | $107,334-74.0% | $92,893-69.9% | $152,861-81.7% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.4%-15.8pp |
| Annual return | 10.78% | 145.58%-134.8pp | 109.41%-98.6pp | 345.32%-334.5pp |
| Employer contribution / active EE | $7,533 | $4,221+78.5% | $3,653+106.2% | $4,762+58.2% |
| Participant deferral / active EE | $305 | $4,845-93.7% | $4,236-92.8% | $5,850-94.8% |
| Admin fee / account holder | $1,456 | $7,079-79.4% | $5,794-74.9% | $11,596-87.4% |