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 | $28,483 | $102,966-72.3% | $90,281-68.5% | $152,861-81.4% |
| Participation rate | 62.5% | 75.9%-13.4pp | 73.3%-10.8pp | 82.4%-19.9pp |
| Annual return | 6.87% | 95.16%-88.3pp | 78.10%-71.2pp | 345.32%-338.4pp |
| Employer contribution / active EE | $2,640 | $3,139-15.9% | $2,854-7.5% | $4,762-44.6% |
| Participant deferral / active EE | $537 | $4,281-87.4% | $3,885-86.2% | $5,850-90.8% |
| Admin fee / account holder | $2,008 | $6,171-67.5% | $5,351-62.5% | $11,596-82.7% |