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 | $55,009 | $175,202-68.6% | $149,673-63.2% | $139,434-60.5% |
| Participation rate | 62.5% | 83.4%-20.9pp | 78.8%-16.3pp | 80.3%-17.8pp |
| Annual return | 7.19% | 166.71%-159.5pp | 134.42%-127.2pp | 372.94%-365.8pp |
| Employer contribution / active EE | $1,137 | $5,474-79.2% | $4,818-76.4% | $4,751-76.1% |
| Participant deferral / active EE | $308 | $6,519-95.3% | $5,680-94.6% | $6,710-95.4% |
| Admin fee / account holder | $1,381 | $16,150-91.4% | $13,210-89.5% | $11,403-87.9% |