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 | $50,593 | $148,534-65.9% | $135,903-62.8% | $139,434-63.7% |
| Participation rate | 28.6% | 83.9%-55.3pp | 81.9%-53.3pp | 80.3%-51.7pp |
| Annual return | 9.29% | 79.19%-69.9pp | 68.23%-58.9pp | 372.94%-363.7pp |
| Employer contribution / active EE | $1,297 | $5,243-75.3% | $4,856-73.3% | $4,751-72.7% |
| Participant deferral / active EE | $1,370 | $8,100-83.1% | $7,758-82.3% | $6,710-79.6% |
| Admin fee / account holder | $4,132 | $12,400-66.7% | $10,762-61.6% | $11,403-63.8% |