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 | $24,149 | $165,335-85.4% | $149,696-83.9% | $158,922-84.8% |
| Participation rate | 68.8% | 84.6%-15.8pp | 82.5%-13.7pp | 82.0%-13.2pp |
| Annual return | 6.07% | 348.15%-342.1pp | 276.60%-270.5pp | 302.83%-296.8pp |
| Employer contribution / active EE | $1,083 | $5,103-78.8% | $4,644-76.7% | $4,761-77.3% |
| Participant deferral / active EE | $1,188 | $7,181-83.5% | $6,842-82.6% | $5,982-80.1% |
| Admin fee / account holder | $6,653 | $10,807-38.4% | $9,309-28.5% | $11,246-40.8% |