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 | $42,918 | $78,672-45.4% | $109,143-60.7% | $85,850-50.0% |
| Participation rate | 64.9% | 68.3%-3.4pp | 75.9%-11.0pp | 69.3%-4.4pp |
| Annual return | 11.03% | 25.09%-14.1pp | 25.75%-14.7pp | 318.53%-307.5pp |
| Employer contribution / active EE | $5,147 | $2,735+88.2% | $3,722+38.3% | $2,565+100.7% |
| Participant deferral / active EE | $1,235 | $3,467-64.4% | $4,653-73.5% | $3,952-68.8% |
| Admin fee / account holder | $9,036 | $5,469+65.2% | $6,752+33.8% | $6,260+44.3% |