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 | $128,741 | $176,056-26.9% | $159,436-19.3% | $167,490-23.1% |
| Participation rate | 50.0% | 84.9%-34.9pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 8.91% | 331.75%-322.8pp | 263.57%-254.7pp | 478.56%-469.7pp |
| Employer contribution / active EE | $1,259 | $5,297-76.2% | $4,829-73.9% | $4,837-74.0% |
| Participant deferral / active EE | $754 | $7,750-90.3% | $7,352-89.7% | $6,341-88.1% |
| Admin fee / account holder | $50,445 | $12,554+301.8% | $10,799+367.1% | $12,309+309.8% |