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 | $62,335 | $165,335-62.3% | $149,696-58.4% | $158,922-60.8% |
| Participation rate | 33.3% | 84.6%-51.2pp | 82.5%-49.1pp | 82.0%-48.6pp |
| Annual return | 6.51% | 348.15%-341.6pp | 276.60%-270.1pp | 302.83%-296.3pp |
| Employer contribution / active EE | $1,355 | $5,103-73.4% | $4,644-70.8% | $4,761-71.5% |
| Participant deferral / active EE | $2,023 | $7,181-71.8% | $6,842-70.4% | $5,982-66.2% |
| Admin fee / account holder | $607 | $10,807-94.4% | $9,309-93.5% | $11,246-94.6% |