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 | $125,018 | $69,207+80.6% | $64,056+95.2% | $139,434-10.3% |
| Participation rate | 60.0% | 75.6%-15.6pp | 72.3%-12.3pp | 80.3%-20.3pp |
| Annual return | 5.45% | 45.88%-40.4pp | 33.69%-28.2pp | 372.94%-367.5pp |
| Employer contribution / active EE | $2,810 | $3,182-11.7% | $2,747+2.3% | $4,751-40.8% |
| Participant deferral / active EE | $478 | $4,682-89.8% | $3,880-87.7% | $6,710-92.9% |
| Admin fee / account holder | $2,155 | $4,244-49.2% | $3,068-29.8% | $11,403-81.1% |