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 | $82,493 | $81,208+1.6% | $98,907-16.6% | $79,858+3.3% |
| Participation rate | 38.5% | 72.5%-34.0pp | 76.0%-37.6pp | 69.6%-31.2pp |
| Annual return | 8.65% | 60.99%-52.3pp | 196.43%-187.8pp | 31.71%-23.1pp |
| Employer contribution / active EE | $940 | $1,960-52.0% | $2,689-65.0% | $2,471-62.0% |
| Participant deferral / active EE | $1,192 | $3,265-63.5% | $4,244-71.9% | $3,740-68.1% |
| Admin fee / account holder | $2,042 | $6,013-66.0% | $6,642-69.2% | $5,306-61.5% |