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 | $114,453 | $98,750+15.9% | $149,696-23.5% | $79,858+43.3% |
| Participation rate | 40.4% | 75.8%-35.3pp | 82.5%-42.0pp | 69.6%-29.2pp |
| Annual return | 3.68% | 27.43%-23.8pp | 276.60%-272.9pp | 31.71%-28.0pp |
| Employer contribution / active EE | $1,022 | $3,216-68.2% | $4,644-78.0% | $2,471-58.6% |
| Participant deferral / active EE | $1,813 | $5,680-68.1% | $6,842-73.5% | $3,740-51.5% |
| Admin fee / account holder | $6,984 | $6,053+15.4% | $9,309-25.0% | $5,306+31.6% |