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 | $85,134 | $80,673+5.5% | $101,326-16.0% | $84,808+0.4% |
| Participation rate | 27.6% | 77.8%-50.2pp | 81.5%-53.9pp | 68.3%-40.7pp |
| Annual return | 13.33% | 38.95%-25.6pp | 36.82%-23.5pp | 40.90%-27.6pp |
| Employer contribution / active EE | $812 | $2,698-69.9% | $3,665-77.8% | $2,631-69.1% |
| Participant deferral / active EE | $1,699 | $6,840-75.2% | $7,994-78.7% | $4,212-59.7% |
| Admin fee / account holder | $3,535 | $12,784-72.3% | $11,185-68.4% | $7,344-51.9% |