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 | $71,352 | $88,083-19.0% | $164,813-56.7% | $74,495-4.2% |
| Participation rate | 38.2% | 73.0%-34.8pp | 78.6%-40.4pp | 67.2%-29.0pp |
| Annual return | 11.00% | 17.26%-6.3pp | 69.93%-58.9pp | 1364.94%-1353.9pp |
| Employer contribution / active EE | $871 | $2,593-66.4% | $4,341-79.9% | $2,623-66.8% |
| Participant deferral / active EE | $1,593 | $4,498-64.6% | $6,031-73.6% | $4,346-63.3% |
| Admin fee / account holder | $4,795 | $2,234+114.7% | $12,690-62.2% | $1,942+147.0% |