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 | $147,974 | $172,111-14.0% | $150,298-1.5% | $137,256+7.8% |
| Participation rate | 62.5% | 81.7%-19.2pp | 77.8%-15.3pp | 80.0%-17.5pp |
| Annual return | 5.00% | 69.37%-64.4pp | 62.79%-57.8pp | 220.34%-215.3pp |
| Employer contribution / active EE | $1,074 | $4,636-76.8% | $4,154-74.1% | $4,156-74.2% |
| Participant deferral / active EE | $1,623 | $6,166-73.7% | $5,453-70.2% | $6,407-74.7% |
| Admin fee / account holder | $557 | $16,471-96.6% | $14,116-96.1% | $12,270-95.5% |