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 | $50,066 | $209,832-76.1% | $189,513-73.6% | $167,490-70.1% |
| Participation rate | 66.7% | 88.7%-22.0pp | 87.8%-21.1pp | 82.1%-15.4pp |
| Annual return | 7.04% | 748.27%-741.2pp | 555.15%-548.1pp | 478.56%-471.5pp |
| Employer contribution / active EE | $1,599 | $6,914-76.9% | $6,162-74.1% | $4,837-67.0% |
| Participant deferral / active EE | $1,661 | $8,935-81.4% | $8,221-79.8% | $6,341-73.8% |
| Admin fee / account holder | $3,322 | $14,293-76.8% | $12,045-72.4% | $12,309-73.0% |