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 | $38,436 | $109,413-64.9% | $156,263-75.4% | $84,808-54.7% |
| Participation rate | 66.7% | 72.7%-6.0pp | 78.9%-12.2pp | 68.3%-1.6pp |
| Annual return | 8.97% | 20.18%-11.2pp | 59.47%-50.5pp | 40.90%-31.9pp |
| Employer contribution / active EE | $1,300 | $2,907-55.3% | $4,333-70.0% | $2,631-50.6% |
| Participant deferral / active EE | $1,901 | $4,590-58.6% | $6,158-69.1% | $4,212-54.9% |
| Admin fee / account holder | $2,893 | $9,357-69.1% | $14,255-79.7% | $7,344-60.6% |