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 | $32,308 | $102,966-68.6% | $90,281-64.2% | $152,861-78.9% |
| Participation rate | 60.0% | 75.9%-15.9pp | 73.3%-13.3pp | 82.4%-22.4pp |
| Annual return | 6.11% | 95.16%-89.1pp | 78.10%-72.0pp | 345.32%-339.2pp |
| Employer contribution / active EE | $2,113 | $3,139-32.7% | $2,854-26.0% | $4,762-55.6% |
| Participant deferral / active EE | $104 | $4,281-97.6% | $3,885-97.3% | $5,850-98.2% |
| Admin fee / account holder | $2,512 | $6,171-59.3% | $5,351-53.1% | $11,596-78.3% |