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 | $109,855 | $217,402-49.5% | $185,823-40.9% | $167,490-34.4% |
| Participation rate | 66.7% | 86.0%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 5.74% | 148.36%-142.6pp | 122.05%-116.3pp | 478.56%-472.8pp |
| Employer contribution / active EE | $2,181 | $5,873-62.9% | $5,167-57.8% | $4,837-54.9% |
| Participant deferral / active EE | $2,209 | $6,356-65.2% | $5,568-60.3% | $6,341-65.2% |
| Admin fee / account holder | $814 | $19,811-95.9% | $16,237-95.0% | $12,309-93.4% |