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 | $61,430 | $60,124+2.2% | $90,404-32.0% | $79,858-23.1% |
| Participation rate | 17.9% | 65.0%-47.1pp | 72.7%-54.8pp | 69.6%-51.8pp |
| Annual return | 8.28% | 71.94%-63.7pp | 1293.02%-1284.7pp | 31.71%-23.4pp |
| Employer contribution / active EE | $525 | $2,068-74.6% | $3,262-83.9% | $2,471-78.8% |
| Participant deferral / active EE | $595 | $2,938-79.8% | $3,963-85.0% | $3,740-84.1% |
| Admin fee / account holder | $4,538 | $3,976+14.1% | $5,611-19.1% | $5,306-14.5% |