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 | $51,439 | $54,701-6.0% | $86,188-40.3% | $71,457-28.0% |
| Participation rate | 37.1% | 60.1%-23.0pp | 69.0%-31.8pp | 67.9%-30.8pp |
| Annual return | 13.06% | 20.06%-7.0pp | 1168.45%-1155.4pp | 28.85%-15.8pp |
| Employer contribution / active EE | $341 | $1,265-73.0% | $2,380-85.7% | $2,588-86.8% |
| Participant deferral / active EE | $1,327 | $3,108-57.3% | $3,985-66.7% | $4,289-69.1% |
| Admin fee / account holder | $778 | $1,922-59.5% | $6,852-88.6% | $1,587-51.0% |