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 | $189,742 | $165,335+14.8% | $149,696+26.8% | $158,922+19.4% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 6.86% | 348.15%-341.3pp | 276.60%-269.7pp | 302.83%-296.0pp |
| Employer contribution / active EE | $1,418 | $5,103-72.2% | $4,644-69.5% | $4,761-70.2% |
| Participant deferral / active EE | $1,722 | $7,181-76.0% | $6,842-74.8% | $5,982-71.2% |
| Admin fee / account holder | $2,170 | $10,807-79.9% | $9,309-76.7% | $11,246-80.7% |