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 | $72,330 | $34,308+110.8% | $74,701-3.2% | $72,985-0.9% |
| Participation rate | 21.4% | 42.4%-21.0pp | 54.5%-33.0pp | 69.5%-48.1pp |
| Annual return | 14.47% | 26.58%-12.1pp | 752.92%-738.5pp | 81.00%-66.5pp |
| Employer contribution / active EE | $211 | $692-69.5% | $1,084-80.5% | $2,440-91.4% |
| Participant deferral / active EE | $365 | $1,271-71.3% | $1,964-81.4% | $3,607-89.9% |
| Admin fee / account holder | $649 | $2,124-69.5% | $3,333-80.5% | $5,124-87.3% |