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 | $65,752 | $65,365+0.6% | $92,893-29.2% | $72,985-9.9% |
| Participation rate | 43.5% | 68.3%-24.8pp | 76.0%-32.5pp | 69.5%-25.9pp |
| Annual return | 14.32% | 42.10%-27.8pp | 109.41%-95.1pp | 81.00%-66.7pp |
| Employer contribution / active EE | $4,912 | $2,594+89.4% | $3,653+34.5% | $2,440+101.3% |
| Participant deferral / active EE | $13 | $3,128-99.6% | $4,236-99.7% | $3,607-99.6% |
| Admin fee / account holder | $12,537 | $4,251+194.9% | $5,794+116.4% | $5,124+144.7% |