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 | $50,326 | $140,940-64.3% | $112,229-55.2% | $139,434-63.9% |
| Participation rate | 60.0% | 79.2%-19.2pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | 4.27% | 32.71%-28.4pp | 30.20%-25.9pp | 372.94%-368.7pp |
| Employer contribution / active EE | $2,903 | $4,283-32.2% | $3,430-15.4% | $4,751-38.9% |
| Participant deferral / active EE | $236 | $5,874-96.0% | $4,798-95.1% | $6,710-96.5% |
| Admin fee / account holder | $9,028 | $9,954-9.3% | $7,748+16.5% | $11,403-20.8% |