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 | $122,335 | $214,378-42.9% | $200,582-39.0% | $142,382-14.1% |
| Participation rate | 61.5% | 87.4%-25.9pp | 86.9%-25.3pp | 80.1%-18.6pp |
| Annual return | 5.41% | 46.41%-41.0pp | 42.33%-36.9pp | 217.08%-211.7pp |
| Employer contribution / active EE | $6,244 | $6,841-8.7% | $6,419-2.7% | $4,299+45.2% |
| Participant deferral / active EE | $592 | $9,865-94.0% | $9,331-93.7% | $6,507-90.9% |
| Admin fee / account holder | $12,847 | $17,692-27.4% | $16,305-21.2% | $12,624+1.8% |