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 | $28,024 | $98,750-71.6% | $149,696-81.3% | $79,858-64.9% |
| Participation rate | 55.8% | 75.8%-19.9pp | 82.5%-26.6pp | 69.6%-13.8pp |
| Annual return | 9.18% | 27.43%-18.2pp | 276.60%-267.4pp | 31.71%-22.5pp |
| Employer contribution / active EE | $1,209 | $3,216-62.4% | $4,644-74.0% | $2,471-51.1% |
| Participant deferral / active EE | $1,909 | $5,680-66.4% | $6,842-72.1% | $3,740-49.0% |
| Admin fee / account holder | $6,572 | $6,053+8.6% | $9,309-29.4% | $5,306+23.8% |