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 | $83,604 | $109,881-23.9% | $150,045-44.3% | $84,808-1.4% |
| Participation rate | 34.1% | 76.1%-41.9pp | 82.3%-48.2pp | 68.3%-34.2pp |
| Annual return | 10.93% | 28.25%-17.3pp | 62.55%-51.6pp | 40.90%-30.0pp |
| Employer contribution / active EE | $1,396 | $3,561-60.8% | $4,693-70.3% | $2,631-46.9% |
| Participant deferral / active EE | $1,598 | $6,636-75.9% | $7,997-80.0% | $4,212-62.0% |
| Admin fee / account holder | $39,470 | $8,568+360.7% | $13,435+193.8% | $7,344+437.5% |