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 | $58,536 | $79,449-26.3% | $189,557-69.1% | $85,850-31.8% |
| Participation rate | 42.9% | 66.0%-23.1pp | 78.4%-35.6pp | 69.3%-26.5pp |
| Annual return | 7.88% | 18.45%-10.6pp | 64.17%-56.3pp | 318.53%-310.7pp |
| Employer contribution / active EE | $884 | $2,081-57.5% | $4,412-80.0% | $2,565-65.6% |
| Participant deferral / active EE | $1,110 | $4,051-72.6% | $6,174-82.0% | $3,952-71.9% |
| Admin fee / account holder | $806 | $5,377-85.0% | $9,807-91.8% | $6,260-87.1% |