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 | $115,691 | $159,602-27.5% | $150,045-22.9% | $142,382-18.7% |
| Participation rate | 21.4% | 84.0%-62.5pp | 82.3%-60.9pp | 80.1%-58.7pp |
| Annual return | 10.62% | 70.24%-59.6pp | 62.55%-51.9pp | 217.08%-206.5pp |
| Employer contribution / active EE | $999 | $4,961-79.9% | $4,693-78.7% | $4,299-76.8% |
| Participant deferral / active EE | $1,661 | $8,310-80.0% | $7,997-79.2% | $6,507-74.5% |
| Admin fee / account holder | $532 | $14,846-96.4% | $13,435-96.0% | $12,624-95.8% |