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 | $52,083 | $49,173+5.9% | $121,098-57.0% | $75,163-30.7% |
| Participation rate | 17.7% | 55.4%-37.7pp | 69.5%-51.8pp | 67.2%-49.5pp |
| Annual return | 12.23% | 55.99%-43.8pp | 985.75%-973.5pp | 160.62%-148.4pp |
| Employer contribution / active EE | $326 | $1,546-78.9% | $4,164-92.2% | $2,670-87.8% |
| Participant deferral / active EE | $735 | $2,628-72.0% | $4,080-82.0% | $4,125-82.2% |
| Admin fee / account holder | $1,126 | $3,942-71.4% | $5,644-80.1% | $5,651-80.1% |