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 | $77,720 | $106,515-27.0% | $96,683-19.6% | $139,434-44.3% |
| Participation rate | 62.5% | 77.8%-15.3pp | 74.3%-11.8pp | 80.3%-17.8pp |
| Annual return | 5.10% | 38.43%-33.3pp | 35.69%-30.6pp | 372.94%-367.8pp |
| Employer contribution / active EE | $10,089 | $4,103+145.9% | $3,737+170.0% | $4,751+112.4% |
| Participant deferral / active EE | $1,203 | $5,454-78.0% | $4,878-75.3% | $6,710-82.1% |
| Admin fee / account holder | $165,301 | $7,877+1998.6% | $6,730+2356.4% | $11,403+1349.7% |