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 | $83,157 | $111,724-25.6% | $93,606-11.2% | $145,922-43.0% |
| Participation rate | 45.5% | 74.2%-28.8pp | 68.7%-23.3pp | 80.3%-34.8pp |
| Annual return | 6.99% | 202.98%-196.0pp | 133.20%-126.2pp | 561.29%-554.3pp |
| Employer contribution / active EE | $663 | $3,090-78.5% | $2,420-72.6% | $4,660-85.8% |
| Participant deferral / active EE | $737 | $4,912-85.0% | $4,411-83.3% | $6,688-89.0% |
| Admin fee / account holder | $2,505 | $10,250-75.6% | $8,285-69.8% | $13,397-81.3% |