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 | $54,893 | $159,602-65.6% | $150,045-63.4% | $142,382-61.4% |
| Participation rate | 33.3% | 84.0%-50.6pp | 82.3%-49.0pp | 80.1%-46.8pp |
| Annual return | 11.53% | 70.24%-58.7pp | 62.55%-51.0pp | 217.08%-205.5pp |
| Employer contribution / active EE | $1,425 | $4,961-71.3% | $4,693-69.6% | $4,299-66.9% |
| Participant deferral / active EE | $160 | $8,310-98.1% | $7,997-98.0% | $6,507-97.5% |
| Admin fee / account holder | $416 | $14,846-97.2% | $13,435-96.9% | $12,624-96.7% |