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 | $20,139 | $202,432-90.1% | $169,368-88.1% | $139,434-85.6% |
| Participation rate | 42.9% | 81.1%-38.2pp | 77.1%-34.3pp | 80.3%-37.5pp |
| Annual return | 5.20% | 531.74%-526.5pp | 405.60%-400.4pp | 372.94%-367.7pp |
| Employer contribution / active EE | $847 | $4,692-81.9% | $4,013-78.9% | $4,751-82.2% |
| Participant deferral / active EE | $936 | $6,938-86.5% | $6,221-85.0% | $6,710-86.0% |
| Admin fee / account holder | $55,642 | $10,708+419.6% | $9,003+518.0% | $11,403+388.0% |