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 | $35,247 | $163,101-78.4% | $136,749-74.2% | $142,382-75.2% |
| Participation rate | 66.7% | 78.2%-11.6pp | 72.1%-5.5pp | 80.1%-13.5pp |
| Annual return | 7.30% | 27.54%-20.2pp | 24.33%-17.0pp | 217.08%-209.8pp |
| Employer contribution / active EE | $1,752 | $4,117-57.4% | $3,400-48.5% | $4,299-59.2% |
| Participant deferral / active EE | $675 | $5,585-87.9% | $4,692-85.6% | $6,507-89.6% |
| Admin fee / account holder | $937 | $14,318-93.5% | $11,386-91.8% | $12,624-92.6% |