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 | $66,503 | $58,512+13.7% | $84,015-20.8% | $72,985-8.9% |
| Participation rate | 20.0% | 61.2%-41.2pp | 69.0%-49.0pp | 69.5%-49.5pp |
| Annual return | 12.46% | 28.93%-16.5pp | 71.31%-58.9pp | 81.00%-68.5pp |
| Employer contribution / active EE | $519 | $1,163-55.4% | $1,983-73.8% | $2,440-78.7% |
| Participant deferral / active EE | $1,068 | $2,394-55.4% | $3,239-67.0% | $3,607-70.4% |
| Admin fee / account holder | $40,871 | $4,569+794.6% | $6,101+569.9% | $5,124+697.6% |