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 | $78,492 | $94,752-17.2% | $112,887-30.5% | $139,434-43.7% |
| Participation rate | 66.7% | 81.3%-14.6pp | 80.5%-13.8pp | 80.3%-13.7pp |
| Annual return | 5.15% | 40.88%-35.7pp | 34.10%-29.0pp | 372.94%-367.8pp |
| Employer contribution / active EE | $3,070 | $4,625-33.6% | $4,563-32.7% | $4,751-35.4% |
| Participant deferral / active EE | $277 | $6,512-95.7% | $6,513-95.7% | $6,710-95.9% |
| Admin fee / account holder | $609,954 | $8,527+7053.0% | $7,047+8555.2% | $11,403+5249.3% |