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 | $54,489 | $77,145-29.4% | $108,410-49.7% | $85,850-36.5% |
| Participation rate | 48.8% | 74.7%-25.9pp | 80.1%-31.4pp | 69.3%-20.5pp |
| Annual return | 9.92% | 44.54%-34.6pp | 905.27%-895.3pp | 318.53%-308.6pp |
| Employer contribution / active EE | $825 | $2,379-65.3% | $3,558-76.8% | $2,565-67.8% |
| Participant deferral / active EE | $1,330 | $5,566-76.1% | $6,563-79.7% | $3,952-66.4% |
| Admin fee / account holder | $5,859 | $5,172+13.3% | $7,295-19.7% | $6,260-6.4% |