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 | $47,019 | $176,056-73.3% | $159,436-70.5% | $167,490-71.9% |
| Participation rate | 50.0% | 84.9%-34.9pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 5.04% | 331.75%-326.7pp | 263.57%-258.5pp | 478.56%-473.5pp |
| Employer contribution / active EE | $2,072 | $5,297-60.9% | $4,829-57.1% | $4,837-57.2% |
| Participant deferral / active EE | $2,389 | $7,750-69.2% | $7,352-67.5% | $6,341-62.3% |
| Admin fee / account holder | $50,965 | $12,554+306.0% | $10,799+372.0% | $12,309+314.0% |