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 | $28,040 | $159,901-82.5% | $146,958-80.9% | $145,922-80.8% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 6.90% | 98.13%-91.2pp | 418.34%-411.4pp | 561.29%-554.4pp |
| Employer contribution / active EE | $1,181 | $5,286-77.7% | $4,933-76.1% | $4,660-74.6% |
| Participant deferral / active EE | $178 | $8,428-97.9% | $8,070-97.8% | $6,688-97.3% |
| Admin fee / account holder | $16,147 | $15,044+7.3% | $12,998+24.2% | $13,397+20.5% |