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 | $42,397 | $127,065-66.6% | $113,168-62.5% | $142,382-70.2% |
| Participation rate | 0.0% | 79.2%-79.2pp | 76.6%-76.6pp | 80.1%-80.1pp |
| Annual return | 8.96% | 24.03%-15.1pp | 24.27%-15.3pp | 217.08%-208.1pp |
| Employer contribution / active EE | $903 | $3,442-73.8% | $2,975-69.6% | $4,299-79.0% |
| Participant deferral / active EE | $1,264 | $5,716-77.9% | $5,107-75.2% | $6,507-80.6% |
| Admin fee / account holder | $17,827 | $15,736+13.3% | $12,068+47.7% | $12,624+41.2% |