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 | $48,411 | $175,202-72.4% | $149,673-67.7% | $139,434-65.3% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 7.92% | 166.71%-158.8pp | 134.42%-126.5pp | 372.94%-365.0pp |
| Employer contribution / active EE | $1,328 | $5,474-75.7% | $4,818-72.4% | $4,751-72.0% |
| Participant deferral / active EE | $1,768 | $6,519-72.9% | $5,680-68.9% | $6,710-73.7% |
| Admin fee / account holder | $2,279 | $16,150-85.9% | $13,210-82.7% | $11,403-80.0% |