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 | $181,977 | $185,822-2.1% | $169,993+7.1% | $139,434+30.5% |
| Participation rate | 55.0% | 87.8%-32.8pp | 87.0%-32.0pp | 80.3%-25.3pp |
| Annual return | 6.78% | 60.50%-53.7pp | 53.37%-46.6pp | 372.94%-366.2pp |
| Employer contribution / active EE | $0 | $7,590-100.0% | $6,785-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,901 | $11,622-75.0% | $10,408-72.1% | $6,710-56.8% |
| Admin fee / account holder | $311 | $15,381-98.0% | $12,815-97.6% | $11,403-97.3% |