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 | $128,745 | $80,968+59.0% | $96,544+33.4% | $75,163+71.3% |
| Participation rate | 64.5% | 71.8%-7.3pp | 76.0%-11.4pp | 67.2%-2.7pp |
| Annual return | 9.58% | 27.06%-17.5pp | 25.84%-16.3pp | 160.62%-151.0pp |
| Employer contribution / active EE | $696 | $2,282-69.5% | $2,965-76.5% | $2,670-73.9% |
| Participant deferral / active EE | $1,265 | $3,928-67.8% | $4,851-73.9% | $4,125-69.3% |
| Admin fee / account holder | $38,347 | $6,724+470.3% | $8,252+364.7% | $5,651+578.6% |