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 | $110,272 | $176,056-37.4% | $159,436-30.8% | $167,490-34.2% |
| Participation rate | 57.1% | 84.9%-27.8pp | 82.8%-25.7pp | 82.1%-25.0pp |
| Annual return | 9.29% | 331.75%-322.5pp | 263.57%-254.3pp | 478.56%-469.3pp |
| Employer contribution / active EE | $1,475 | $5,297-72.2% | $4,829-69.5% | $4,837-69.5% |
| Participant deferral / active EE | $2,128 | $7,750-72.5% | $7,352-71.1% | $6,341-66.4% |
| Admin fee / account holder | $972 | $12,554-92.3% | $10,799-91.0% | $12,309-92.1% |