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 | $35,340 | $159,602-77.9% | $150,045-76.4% | $142,382-75.2% |
| Participation rate | 58.3% | 84.0%-25.6pp | 82.3%-24.0pp | 80.1%-21.8pp |
| Annual return | 9.17% | 70.24%-61.1pp | 62.55%-53.4pp | 217.08%-207.9pp |
| Employer contribution / active EE | $898 | $4,961-81.9% | $4,693-80.9% | $4,299-79.1% |
| Participant deferral / active EE | $1,388 | $8,310-83.3% | $7,997-82.6% | $6,507-78.7% |
| Admin fee / account holder | $619 | $14,846-95.8% | $13,435-95.4% | $12,624-95.1% |