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 5-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 | $108,634 | $159,602-31.9% | $150,045-27.6% | $142,382-23.7% |
| Participation rate | 57.1% | 84.0%-26.8pp | 82.3%-25.2pp | 80.1%-23.0pp |
| Annual return | 9.01% | 70.24%-61.2pp | 62.55%-53.5pp | 217.08%-208.1pp |
| Employer contribution / active EE | $939 | $4,961-81.1% | $4,693-80.0% | $4,299-78.2% |
| Participant deferral / active EE | $1,955 | $8,310-76.5% | $7,997-75.5% | $6,507-69.9% |
| Admin fee / account holder | $512 | $14,846-96.5% | $13,435-96.2% | $12,624-95.9% |