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 | $157,853 | $209,336-24.6% | $197,124-19.9% | $137,256+15.0% |
| Participation rate | 50.0% | 87.3%-37.3pp | 86.7%-36.7pp | 80.0%-30.0pp |
| Annual return | 10.37% | 48.09%-37.7pp | 44.34%-34.0pp | 220.34%-210.0pp |
| Employer contribution / active EE | $2,663 | $6,591-59.6% | $6,227-57.2% | $4,156-35.9% |
| Participant deferral / active EE | $2,782 | $9,614-71.1% | $9,135-69.5% | $6,407-56.6% |
| Admin fee / account holder | $956 | $17,308-94.5% | $16,298-94.1% | $12,270-92.2% |