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 | $75,906 | $79,171-4.1% | $102,423-25.9% | $74,495+1.9% |
| Participation rate | 62.7% | 74.8%-12.1pp | 76.5%-13.8pp | 67.2%-4.5pp |
| Annual return | 10.37% | 54.93%-44.6pp | 29.32%-19.0pp | 1364.94%-1354.6pp |
| Employer contribution / active EE | $858 | $2,362-63.7% | $3,023-71.6% | $2,623-67.3% |
| Participant deferral / active EE | $1,446 | $4,415-67.3% | $5,053-71.4% | $4,346-66.7% |
| Admin fee / account holder | $8,542 | $2,001+327.0% | $9,451-9.6% | $1,942+339.9% |