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 | $79,642 | $106,515-25.2% | $96,683-17.6% | $139,434-42.9% |
| Participation rate | 62.5% | 77.8%-15.3pp | 74.3%-11.8pp | 80.3%-17.8pp |
| Annual return | 5.09% | 38.43%-33.3pp | 35.69%-30.6pp | 372.94%-367.9pp |
| Employer contribution / active EE | $829 | $4,103-79.8% | $3,737-77.8% | $4,751-82.6% |
| Participant deferral / active EE | $1,205 | $5,454-77.9% | $4,878-75.3% | $6,710-82.0% |
| Admin fee / account holder | $34,836 | $7,877+342.3% | $6,730+417.7% | $11,403+205.5% |