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 | $48,071 | $48,570-1.0% | $130,648-63.2% | $72,985-34.1% |
| Participation rate | 48.0% | 58.6%-10.6pp | 71.7%-23.7pp | 69.5%-21.5pp |
| Annual return | 14.07% | 38.63%-24.6pp | 1708.96%-1694.9pp | 81.00%-66.9pp |
| Employer contribution / active EE | $559 | $1,334-58.1% | $4,092-86.3% | $2,440-77.1% |
| Participant deferral / active EE | $821 | $2,384-65.5% | $3,603-77.2% | $3,607-77.2% |
| Admin fee / account holder | $1,629 | $3,549-54.1% | $5,464-70.2% | $5,124-68.2% |