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 | $58,821 | $56,114+4.8% | $96,139-38.8% | $85,850-31.5% |
| Participation rate | 25.3% | 56.7%-31.4pp | 68.4%-43.1pp | 69.3%-44.0pp |
| Annual return | 9.12% | 42.30%-33.2pp | 191.94%-182.8pp | 318.53%-309.4pp |
| Employer contribution / active EE | $301 | $1,620-81.4% | $2,797-89.2% | $2,565-88.3% |
| Participant deferral / active EE | $0 | $2,859-100.0% | $4,349-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,167 | $3,768-42.5% | $5,537-60.9% | $6,260-65.4% |