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 | $74,989 | $109,817-31.7% | $98,442-23.8% | $167,490-55.2% |
| Participation rate | 25.0% | 75.8%-50.8pp | 73.3%-48.3pp | 82.1%-57.1pp |
| Annual return | 7.32% | 1956.69%-1949.4pp | 1492.73%-1485.4pp | 478.56%-471.2pp |
| Employer contribution / active EE | $766 | $3,224-76.2% | $2,960-74.1% | $4,837-84.2% |
| Participant deferral / active EE | $803 | $4,673-82.8% | $4,276-81.2% | $6,341-87.3% |
| Admin fee / account holder | $1,789 | $6,753-73.5% | $5,949-69.9% | $12,309-85.5% |