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 | $129,221 | $77,899+65.9% | $149,673-13.7% | $75,163+71.9% |
| Participation rate | 28.7% | 65.6%-36.8pp | 78.8%-50.0pp | 67.2%-38.4pp |
| Annual return | 9.59% | 31.72%-22.1pp | 134.42%-124.8pp | 160.62%-151.0pp |
| Employer contribution / active EE | $2,926 | $3,137-6.7% | $4,818-39.3% | $2,670+9.6% |
| Participant deferral / active EE | $96 | $3,411-97.2% | $5,680-98.3% | $4,125-97.7% |
| Admin fee / account holder | $18,911 | $5,956+217.5% | $13,210+43.2% | $5,651+234.7% |