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 | $112,631 | $138,347-18.6% | $184,203-38.9% | $80,856+39.3% |
| Participation rate | 51.7% | 83.9%-32.1pp | 86.8%-35.1pp | 67.6%-15.9pp |
| Annual return | 10.16% | 20.02%-9.9pp | 28.81%-18.7pp | 35.59%-25.4pp |
| Employer contribution / active EE | $1,572 | $4,850-67.6% | $6,427-75.5% | $2,755-42.9% |
| Participant deferral / active EE | $2,904 | $7,071-58.9% | $9,131-68.2% | $4,296-32.4% |
| Admin fee / account holder | $4,609 | $10,483-56.0% | $13,901-66.8% | $6,918-33.4% |