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 | $86,871 | $179,726-51.7% | $156,263-44.4% | $142,382-39.0% |
| Participation rate | 8.7% | 82.1%-73.4pp | 78.9%-70.2pp | 80.1%-71.4pp |
| Annual return | 6.64% | 77.86%-71.2pp | 59.47%-52.8pp | 217.08%-210.4pp |
| Employer contribution / active EE | $0 | $5,069-100.0% | $4,333-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $138 | $6,956-98.0% | $6,158-97.8% | $6,507-97.9% |
| Admin fee / account holder | $17,006 | $17,272-1.5% | $14,255+19.3% | $12,624+34.7% |