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 | $66,558 | $101,317-34.3% | $146,958-54.7% | $74,495-10.7% |
| Participation rate | 51.5% | 75.5%-24.0pp | 82.2%-30.7pp | 67.2%-15.7pp |
| Annual return | 10.89% | 8730.91%-8720.0pp | 418.34%-407.4pp | 1364.94%-1354.0pp |
| Employer contribution / active EE | $1,620 | $3,810-57.5% | $4,933-67.2% | $2,623-38.3% |
| Participant deferral / active EE | $3,111 | $7,303-57.4% | $8,070-61.5% | $4,346-28.4% |
| Admin fee / account holder | $7,192 | $1,739+313.6% | $12,998-44.7% | $1,942+270.4% |