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 | $117,729 | $111,724+5.4% | $93,606+25.8% | $145,922-19.3% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 5.34% | 202.98%-197.6pp | 133.20%-127.9pp | 561.29%-555.9pp |
| Employer contribution / active EE | $841 | $3,090-72.8% | $2,420-65.2% | $4,660-81.9% |
| Participant deferral / active EE | $852 | $4,912-82.6% | $4,411-80.7% | $6,688-87.3% |
| Admin fee / account holder | $62,217 | $10,250+507.0% | $8,285+651.0% | $13,397+364.4% |