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 | $58,468 | $106,515-45.1% | $96,683-39.5% | $139,434-58.1% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 7.28% | 38.43%-31.1pp | 35.69%-28.4pp | 372.94%-365.7pp |
| Employer contribution / active EE | $1,661 | $4,103-59.5% | $3,737-55.5% | $4,751-65.0% |
| Participant deferral / active EE | $393 | $5,454-92.8% | $4,878-91.9% | $6,710-94.1% |
| Admin fee / account holder | $124,414 | $7,877+1479.5% | $6,730+1748.8% | $11,403+991.1% |