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 | $89,455 | $80,724+10.8% | $103,333-13.4% | $74,495+20.1% |
| Participation rate | 36.9% | 65.7%-28.7pp | 74.5%-37.6pp | 67.2%-30.3pp |
| Annual return | 9.95% | 27.56%-17.6pp | 24.88%-14.9pp | 1364.94%-1355.0pp |
| Employer contribution / active EE | $1,017 | $3,157-67.8% | $3,868-73.7% | $2,623-61.2% |
| Participant deferral / active EE | $1,504 | $3,860-61.0% | $5,057-70.3% | $4,346-65.4% |
| Admin fee / account holder | $4,868 | $2,368+105.6% | $8,355-41.7% | $1,942+150.7% |