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 | $47,172 | $159,901-70.5% | $146,958-67.9% | $145,922-67.7% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 8.43% | 98.13%-89.7pp | 418.34%-409.9pp | 561.29%-552.9pp |
| Employer contribution / active EE | $1,731 | $5,286-67.2% | $4,933-64.9% | $4,660-62.8% |
| Participant deferral / active EE | $2,392 | $8,428-71.6% | $8,070-70.4% | $6,688-64.2% |
| Admin fee / account holder | $40,667 | $15,044+170.3% | $12,998+212.9% | $13,397+203.6% |