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 | $61,582 | $63,346-2.8% | $92,233-33.2% | $70,131-12.2% |
| Participation rate | 41.7% | 68.7%-27.0pp | 76.5%-34.8pp | 69.5%-27.9pp |
| Annual return | 8.51% | 530.12%-521.6pp | 176.28%-167.8pp | 73.14%-64.6pp |
| Employer contribution / active EE | $722 | $2,471-70.8% | $3,679-80.4% | $2,342-69.2% |
| Participant deferral / active EE | $906 | $2,854-68.3% | $3,897-76.8% | $3,332-72.8% |
| Admin fee / account holder | $25,020 | $3,840+551.5% | $5,194+381.8% | $4,645+438.6% |