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 | $35,629 | $179,726-80.2% | $156,263-77.2% | $142,382-75.0% |
| Participation rate | 31.6% | 82.1%-50.5pp | 78.9%-47.3pp | 80.1%-48.5pp |
| Annual return | 8.39% | 77.86%-69.5pp | 59.47%-51.1pp | 217.08%-208.7pp |
| Employer contribution / active EE | $1,455 | $5,069-71.3% | $4,333-66.4% | $4,299-66.2% |
| Participant deferral / active EE | $1,886 | $6,956-72.9% | $6,158-69.4% | $6,507-71.0% |
| Admin fee / account holder | $25,989 | $17,272+50.5% | $14,255+82.3% | $12,624+105.9% |