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 | $75,838 | $68,346+11.0% | $94,646-19.9% | $75,163+0.9% |
| Participation rate | 51.5% | 76.1%-24.6pp | 80.8%-29.3pp | 67.2%-15.7pp |
| Annual return | 13.48% | 616.93%-603.4pp | 156.71%-143.2pp | 160.62%-147.1pp |
| Employer contribution / active EE | $1,723 | $2,701-36.2% | $3,672-53.1% | $2,670-35.4% |
| Participant deferral / active EE | $1,638 | $6,537-74.9% | $7,418-77.9% | $4,125-60.3% |
| Admin fee / account holder | $4,885 | $5,326-8.3% | $7,231-32.4% | $5,651-13.6% |