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 | $79,738 | $83,477-4.5% | $125,175-36.3% | $72,985+9.3% |
| Participation rate | 65.4% | 73.3%-7.9pp | 79.8%-14.4pp | 69.5%-4.1pp |
| Annual return | 16.19% | 25.78%-9.6pp | 43.79%-27.6pp | 81.00%-64.8pp |
| Employer contribution / active EE | $1,063 | $2,345-54.7% | $3,865-72.5% | $2,440-56.4% |
| Participant deferral / active EE | $1,496 | $3,585-58.3% | $4,937-69.7% | $3,607-58.5% |
| Admin fee / account holder | $3,131 | $5,517-43.3% | $9,702-67.7% | $5,124-38.9% |