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 | $34,193 | $74,888-54.3% | $71,209-52.0% | $142,382-76.0% |
| Participation rate | 33.3% | 76.2%-42.9pp | 73.8%-40.4pp | 80.1%-46.8pp |
| Annual return | 8.15% | 345.14%-337.0pp | 282.51%-274.4pp | 217.08%-208.9pp |
| Employer contribution / active EE | $484 | $2,854-83.0% | $2,721-82.2% | $4,299-88.7% |
| Participant deferral / active EE | $545 | $4,454-87.8% | $4,175-87.0% | $6,507-91.6% |
| Admin fee / account holder | $9,101 | $5,568+63.4% | $5,349+70.1% | $12,624-27.9% |