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 | $77,712 | $64,324+20.8% | $118,925-34.7% | $79,858-2.7% |
| Participation rate | 36.7% | 64.9%-28.2pp | 75.4%-38.7pp | 69.6%-33.0pp |
| Annual return | 9.90% | 86.45%-76.5pp | 35.88%-26.0pp | 31.71%-21.8pp |
| Employer contribution / active EE | $507 | $1,836-72.4% | $3,263-84.5% | $2,471-79.5% |
| Participant deferral / active EE | $986 | $2,824-65.1% | $4,265-76.9% | $3,740-73.6% |
| Admin fee / account holder | $516 | $4,040-87.2% | $6,581-92.2% | $5,306-90.3% |