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 | $66,215 | $201,272-67.1% | $184,203-64.1% | $145,922-54.6% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 9.57% | 29.00%-19.4pp | 28.81%-19.2pp | 561.29%-551.7pp |
| Employer contribution / active EE | $2,545 | $7,022-63.8% | $6,427-60.4% | $4,660-45.4% |
| Participant deferral / active EE | $2,480 | $9,806-74.7% | $9,131-72.8% | $6,688-62.9% |
| Admin fee / account holder | $1,001 | $16,364-93.9% | $13,901-92.8% | $13,397-92.5% |