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 | $165,755 | $127,065+30.4% | $113,168+46.5% | $142,382+16.4% |
| Participation rate | 21.4% | 79.2%-57.8pp | 76.6%-55.1pp | 80.1%-58.7pp |
| Annual return | 6.95% | 24.03%-17.1pp | 24.27%-17.3pp | 217.08%-210.1pp |
| Employer contribution / active EE | $0 | $3,442-100.0% | $2,975-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $878 | $5,716-84.6% | $5,107-82.8% | $6,507-86.5% |
| Admin fee / account holder | $1,013 | $15,736-93.6% | $12,068-91.6% | $12,624-92.0% |