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 | $148,062 | $106,584+38.9% | $101,326+46.1% | $142,382+4.0% |
| Participation rate | 40.0% | 82.7%-42.7pp | 81.5%-41.5pp | 80.1%-40.1pp |
| Annual return | 8.61% | 36.93%-28.3pp | 36.82%-28.2pp | 217.08%-208.5pp |
| Employer contribution / active EE | $809 | $3,956-79.5% | $3,665-77.9% | $4,299-81.2% |
| Participant deferral / active EE | $809 | $8,297-90.2% | $7,994-89.9% | $6,507-87.6% |
| Admin fee / account holder | $2,106 | $11,446-81.6% | $11,185-81.2% | $12,624-83.3% |