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 | $98,878 | $89,355+10.7% | $141,162-30.0% | $72,985+35.5% |
| Participation rate | 41.1% | 75.1%-34.1pp | 82.5%-41.4pp | 69.5%-28.4pp |
| Annual return | 14.01% | 111.85%-97.8pp | 71.39%-57.4pp | 81.00%-67.0pp |
| Employer contribution / active EE | $1,079 | $3,114-65.3% | $4,735-77.2% | $2,440-55.8% |
| Participant deferral / active EE | $2,311 | $5,418-57.3% | $6,709-65.6% | $3,607-35.9% |
| Admin fee / account holder | $3,909 | $5,958-34.4% | $10,261-61.9% | $5,124-23.7% |