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 | $98,269 | $85,766+14.6% | $136,294-27.9% | $70,131+40.1% |
| Participation rate | 51.9% | 74.2%-22.3pp | 81.9%-30.1pp | 69.5%-17.7pp |
| Annual return | 11.76% | 31.45%-19.7pp | 5155.94%-5144.2pp | 73.14%-61.4pp |
| Employer contribution / active EE | $695 | $2,966-76.6% | $4,695-85.2% | $2,342-70.3% |
| Participant deferral / active EE | $1,971 | $5,051-61.0% | $6,247-68.5% | $3,332-40.8% |
| Admin fee / account holder | $1,757 | $5,420-67.6% | $9,243-81.0% | $4,645-62.2% |