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 | $87,906 | $106,584-17.5% | $101,326-13.2% | $142,382-38.3% |
| Participation rate | 33.3% | 82.7%-49.4pp | 81.5%-48.2pp | 80.1%-46.8pp |
| Annual return | 6.59% | 36.93%-30.3pp | 36.82%-30.2pp | 217.08%-210.5pp |
| Employer contribution / active EE | $1,132 | $3,956-71.4% | $3,665-69.1% | $4,299-73.7% |
| Participant deferral / active EE | $1,836 | $8,297-77.9% | $7,994-77.0% | $6,507-71.8% |
| Admin fee / account holder | $143,628 | $11,446+1154.8% | $11,185+1184.1% | $12,624+1037.8% |