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 | $41,864 | $105,126-60.2% | $94,646-55.8% | $139,434-70.0% |
| Participation rate | 50.0% | 82.4%-32.4pp | 80.8%-30.8pp | 80.3%-30.3pp |
| Annual return | 10.44% | 38.03%-27.6pp | 156.71%-146.3pp | 372.94%-362.5pp |
| Employer contribution / active EE | $562 | $4,106-86.3% | $3,672-84.7% | $4,751-88.2% |
| Participant deferral / active EE | $612 | $7,599-92.0% | $7,418-91.8% | $6,710-90.9% |
| Admin fee / account holder | $5,939 | $8,984-33.9% | $7,231-17.9% | $11,403-47.9% |