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 | $94,221 | $49,173+91.6% | $121,098-22.2% | $75,163+25.4% |
| Participation rate | 50.0% | 55.4%-5.4pp | 69.5%-19.5pp | 67.2%-17.2pp |
| Annual return | 13.00% | 55.99%-43.0pp | 985.75%-972.7pp | 160.62%-147.6pp |
| Employer contribution / active EE | $1,560 | $1,546+0.9% | $4,164-62.5% | $2,670-41.6% |
| Participant deferral / active EE | $673 | $2,628-74.4% | $4,080-83.5% | $4,125-83.7% |
| Admin fee / account holder | $3,365 | $3,942-14.6% | $5,644-40.4% | $5,651-40.5% |