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 | $80,316 | $87,733-8.5% | $106,548-24.6% | $85,850-6.4% |
| Participation rate | 23.1% | 71.9%-48.9pp | 76.1%-53.1pp | 69.3%-46.2pp |
| Annual return | 7.70% | 21.86%-14.2pp | 26.80%-19.1pp | 318.53%-310.8pp |
| Employer contribution / active EE | $1,586 | $2,073-23.5% | $2,819-43.8% | $2,565-38.2% |
| Participant deferral / active EE | $793 | $3,469-77.1% | $4,398-82.0% | $3,952-79.9% |
| Admin fee / account holder | $6,875 | $6,767+1.6% | $7,407-7.2% | $6,260+9.8% |