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 | $80,209 | $111,724-28.2% | $93,606-14.3% | $145,922-45.0% |
| Participation rate | 38.5% | 74.2%-35.7pp | 68.7%-30.3pp | 80.3%-41.8pp |
| Annual return | 3.65% | 202.98%-199.3pp | 133.20%-129.5pp | 561.29%-557.6pp |
| Employer contribution / active EE | $607 | $3,090-80.4% | $2,420-74.9% | $4,660-87.0% |
| Participant deferral / active EE | $624 | $4,912-87.3% | $4,411-85.9% | $6,688-90.7% |
| Admin fee / account holder | $22,588 | $10,250+120.4% | $8,285+172.6% | $13,397+68.6% |