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 | $92,652 | $177,572-47.8% | $154,803-40.1% | $142,382-34.9% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.1%-28.1pp | 80.1%-30.1pp |
| Annual return | 10.54% | 65.07%-54.5pp | 58.88%-48.3pp | 217.08%-206.5pp |
| Employer contribution / active EE | $923 | $4,810-80.8% | $4,305-78.6% | $4,299-78.5% |
| Participant deferral / active EE | $1,558 | $6,272-75.2% | $5,540-71.9% | $6,507-76.1% |
| Admin fee / account holder | $7,430 | $16,786-55.7% | $14,329-48.1% | $12,624-41.1% |