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 | $66,576 | $48,570+37.1% | $130,648-49.0% | $72,985-8.8% |
| Participation rate | 21.4% | 58.6%-37.1pp | 71.7%-50.3pp | 69.5%-48.1pp |
| Annual return | 4.22% | 38.63%-34.4pp | 1708.96%-1704.7pp | 81.00%-76.8pp |
| Employer contribution / active EE | $1,074 | $1,334-19.5% | $4,092-73.8% | $2,440-56.0% |
| Participant deferral / active EE | $374 | $2,384-84.3% | $3,603-89.6% | $3,607-89.6% |
| Admin fee / account holder | $4,753 | $3,549+33.9% | $5,464-13.0% | $5,124-7.2% |