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 | $52,514 | $104,907-49.9% | $84,611-37.9% | $152,861-65.6% |
| Participation rate | 22.2% | 74.8%-52.6pp | 68.2%-46.0pp | 82.4%-60.2pp |
| Annual return | 8.17% | 373.79%-365.6pp | 258.74%-250.6pp | 345.32%-337.1pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,652-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $563 | $4,688-88.0% | $3,899-85.6% | $5,850-90.4% |
| Admin fee / account holder | $4,385 | $6,241-29.7% | $4,912-10.7% | $11,596-62.2% |