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 | $81,992 | $102,604-20.1% | $86,188-4.9% | $139,434-41.2% |
| Participation rate | 42.9% | 74.5%-31.6pp | 69.0%-26.1pp | 80.3%-37.5pp |
| Annual return | 7.23% | 1922.51%-1915.3pp | 1168.45%-1161.2pp | 372.94%-365.7pp |
| Employer contribution / active EE | $662 | $3,032-78.2% | $2,380-72.2% | $4,751-86.1% |
| Participant deferral / active EE | $862 | $4,676-81.6% | $3,985-78.4% | $6,710-87.2% |
| Admin fee / account holder | $16,187 | $8,657+87.0% | $6,852+136.2% | $11,403+42.0% |