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 | $72,087 | $109,327-34.1% | $89,391-19.4% | $158,922-54.6% |
| Participation rate | 17.6% | 74.3%-56.6pp | 68.0%-50.3pp | 82.0%-64.3pp |
| Annual return | 5.04% | 345.68%-340.6pp | 245.62%-240.6pp | 302.83%-297.8pp |
| Employer contribution / active EE | $382 | $3,170-87.9% | $2,586-85.2% | $4,761-92.0% |
| Participant deferral / active EE | $784 | $4,598-82.9% | $3,890-79.8% | $5,982-86.9% |
| Admin fee / account holder | $11,530 | $6,153+87.4% | $4,881+136.2% | $11,246+2.5% |