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 | $102,948 | $63,346+62.5% | $92,233+11.6% | $70,131+46.8% |
| Participation rate | 37.0% | 68.7%-31.6pp | 76.5%-39.4pp | 69.5%-32.5pp |
| Annual return | 10.38% | 530.12%-519.7pp | 176.28%-165.9pp | 73.14%-62.8pp |
| Employer contribution / active EE | $2,211 | $2,471-10.5% | $3,679-39.9% | $2,342-5.6% |
| Participant deferral / active EE | $1,130 | $2,854-60.4% | $3,897-71.0% | $3,332-66.1% |
| Admin fee / account holder | $2,799 | $3,840-27.1% | $5,194-46.1% | $4,645-39.7% |