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 | $75,147 | $72,277+4.0% | $101,248-25.8% | $79,858-5.9% |
| Participation rate | 50.8% | 68.5%-17.6pp | 75.8%-25.0pp | 69.6%-18.8pp |
| Annual return | 9.94% | 22.30%-12.4pp | 46.47%-36.5pp | 31.71%-21.8pp |
| Employer contribution / active EE | $8,270 | $2,692+207.3% | $3,660+126.0% | $2,471+234.7% |
| Participant deferral / active EE | $222 | $3,282-93.2% | $4,370-94.9% | $3,740-94.1% |
| Admin fee / account holder | $6,665 | $4,400+51.5% | $5,945+12.1% | $5,306+25.6% |