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 | $18,733 | $107,334-82.5% | $92,893-79.8% | $152,861-87.7% |
| Participation rate | 60.0% | 79.8%-19.8pp | 76.0%-16.0pp | 82.4%-22.4pp |
| Annual return | 8.59% | 145.58%-137.0pp | 109.41%-100.8pp | 345.32%-336.7pp |
| Employer contribution / active EE | $1,069 | $4,221-74.7% | $3,653-70.7% | $4,762-77.6% |
| Participant deferral / active EE | $1,238 | $4,845-74.4% | $4,236-70.8% | $5,850-78.8% |
| Admin fee / account holder | $302 | $7,079-95.7% | $5,794-94.8% | $11,596-97.4% |