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 | $45,214 | $91,538-50.6% | $129,995-65.2% | $75,163-39.8% |
| Participation rate | 48.6% | 71.4%-22.9pp | 78.5%-29.9pp | 67.2%-18.6pp |
| Annual return | 12.76% | -631.11%+643.9pp | -137.18%+149.9pp | 160.62%-147.9pp |
| Employer contribution / active EE | $1,016 | $2,845-64.3% | $4,320-76.5% | $2,670-61.9% |
| Participant deferral / active EE | $1,357 | $4,341-68.8% | $5,820-76.7% | $4,125-67.1% |
| Admin fee / account holder | $949 | $6,790-86.0% | $10,614-91.1% | $5,651-83.2% |