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 | $29,807 | $112,096-73.4% | $95,952-68.9% | $158,922-81.2% |
| Participation rate | 29.4% | 79.0%-49.6pp | 77.1%-47.7pp | 82.0%-52.5pp |
| Annual return | 0.70% | 171.09%-170.4pp | 91.61%-90.9pp | 302.83%-302.1pp |
| Employer contribution / active EE | $748 | $3,198-76.6% | $2,541-70.6% | $4,761-84.3% |
| Participant deferral / active EE | $1,480 | $4,784-69.1% | $4,167-64.5% | $5,982-75.3% |
| Admin fee / account holder | $2,945 | $10,130-70.9% | $6,795-56.7% | $11,246-73.8% |