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 | $55,847 | $85,766-34.9% | $136,294-59.0% | $70,131-20.4% |
| Participation rate | 46.2% | 74.2%-28.0pp | 81.9%-35.8pp | 69.5%-23.4pp |
| Annual return | 14.14% | 31.45%-17.3pp | 5155.94%-5141.8pp | 73.14%-59.0pp |
| Employer contribution / active EE | $1,041 | $2,966-64.9% | $4,695-77.8% | $2,342-55.6% |
| Participant deferral / active EE | $1,453 | $5,051-71.2% | $6,247-76.7% | $3,332-56.4% |
| Admin fee / account holder | $13,461 | $5,420+148.3% | $9,243+45.6% | $4,645+189.8% |