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 | $83,952 | $51,576+62.8% | $129,207-35.0% | $80,856+3.8% |
| Participation rate | 51.6% | 57.0%-5.4pp | 69.6%-18.0pp | 67.6%-16.0pp |
| Annual return | 7.87% | 20.81%-12.9pp | 9417.33%-9409.5pp | 35.59%-27.7pp |
| Employer contribution / active EE | $1,450 | $1,584-8.4% | $4,153-65.1% | $2,755-47.4% |
| Participant deferral / active EE | $534 | $2,669-80.0% | $4,168-87.2% | $4,296-87.6% |
| Admin fee / account holder | $16,697 | $4,305+287.8% | $7,715+116.4% | $6,918+141.4% |