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 | $40,991 | $110,257-62.8% | $96,544-57.5% | $139,434-70.6% |
| Participation rate | 50.0% | 78.1%-28.1pp | 76.0%-26.0pp | 80.3%-30.3pp |
| Annual return | 9.30% | 26.32%-17.0pp | 25.84%-16.5pp | 372.94%-363.6pp |
| Employer contribution / active EE | $937 | $3,620-74.1% | $2,965-68.4% | $4,751-80.3% |
| Participant deferral / active EE | $979 | $5,548-82.3% | $4,851-79.8% | $6,710-85.4% |
| Admin fee / account holder | $8,722 | $11,591-24.8% | $8,252+5.7% | $11,403-23.5% |