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 | $96,444 | $217,402-55.6% | $185,823-48.1% | $167,490-42.4% |
| Participation rate | 55.6% | 86.0%-30.5pp | 81.7%-26.1pp | 82.1%-26.5pp |
| Annual return | 4.04% | 148.36%-144.3pp | 122.05%-118.0pp | 478.56%-474.5pp |
| Employer contribution / active EE | $2,260 | $5,873-61.5% | $5,167-56.3% | $4,837-53.3% |
| Participant deferral / active EE | $2,260 | $6,356-64.5% | $5,568-59.4% | $6,341-64.4% |
| Admin fee / account holder | $2,291 | $19,811-88.4% | $16,237-85.9% | $12,309-81.4% |