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 | $116,098 | $99,032+17.2% | $80,019+45.1% | $135,375-14.2% |
| Participation rate | 37.5% | 78.4%-40.9pp | 75.8%-38.3pp | 82.6%-45.1pp |
| Annual return | -9.27% | 15.39%-24.7pp | 11.22%-20.5pp | 519.73%-529.0pp |
| Employer contribution / active EE | $552 | $3,043-81.9% | $2,468-77.6% | $4,779-88.4% |
| Participant deferral / active EE | $1,158 | $4,282-72.9% | $3,686-68.6% | $5,609-79.3% |
| Admin fee / account holder | $1,819 | $10,436-82.6% | $6,521-72.1% | $10,827-83.2% |