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 | $128,316 | $140,940-9.0% | $112,229+14.3% | $139,434-8.0% |
| Participation rate | 31.6% | 79.2%-47.6pp | 72.4%-40.8pp | 80.3%-48.7pp |
| Annual return | 6.26% | 32.71%-26.4pp | 30.20%-23.9pp | 372.94%-366.7pp |
| Employer contribution / active EE | $1,081 | $4,283-74.8% | $3,430-68.5% | $4,751-77.3% |
| Participant deferral / active EE | $1,338 | $5,874-77.2% | $4,798-72.1% | $6,710-80.1% |
| Admin fee / account holder | $14,196 | $9,954+42.6% | $7,748+83.2% | $11,403+24.5% |