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 | $24,429 | $89,355-72.7% | $141,162-82.7% | $72,985-66.5% |
| Participation rate | 57.7% | 75.1%-17.4pp | 82.5%-24.8pp | 69.5%-11.8pp |
| Annual return | 13.14% | 111.85%-98.7pp | 71.39%-58.3pp | 81.00%-67.9pp |
| Employer contribution / active EE | $1,134 | $3,114-63.6% | $4,735-76.0% | $2,440-53.5% |
| Participant deferral / active EE | $1,742 | $5,418-67.8% | $6,709-74.0% | $3,607-51.7% |
| Admin fee / account holder | $6,330 | $5,958+6.2% | $10,261-38.3% | $5,124+23.5% |