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 | $103,527 | $101,317+2.2% | $146,958-29.6% | $74,495+39.0% |
| Participation rate | 56.4% | 75.5%-19.1pp | 82.2%-25.8pp | 67.2%-10.8pp |
| Annual return | 11.93% | 8730.91%-8719.0pp | 418.34%-406.4pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $4,681 | $3,810+22.9% | $4,933-5.1% | $2,623+78.5% |
| Participant deferral / active EE | $1,262 | $7,303-82.7% | $8,070-84.4% | $4,346-71.0% |
| Admin fee / account holder | $4,208 | $1,739+142.0% | $12,998-67.6% | $1,942+116.7% |