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 | $53,865 | $111,724-51.8% | $93,606-42.5% | $145,922-63.1% |
| Participation rate | 55.6% | 74.2%-18.7pp | 68.7%-13.2pp | 80.3%-24.7pp |
| Annual return | 6.65% | 202.98%-196.3pp | 133.20%-126.5pp | 561.29%-554.6pp |
| Employer contribution / active EE | $568 | $3,090-81.6% | $2,420-76.5% | $4,660-87.8% |
| Participant deferral / active EE | $568 | $4,912-88.4% | $4,411-87.1% | $6,688-91.5% |
| Admin fee / account holder | $16,268 | $10,250+58.7% | $8,285+96.4% | $13,397+21.4% |