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 4-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 | $82,961 | $102,317-18.9% | $146,958-43.5% | $80,856+2.6% |
| Participation rate | 30.6% | 75.8%-45.2pp | 82.2%-51.5pp | 67.6%-37.0pp |
| Annual return | 6.70% | 134.76%-128.1pp | 418.34%-411.6pp | 35.59%-28.9pp |
| Employer contribution / active EE | $2,109 | $3,713-43.2% | $4,933-57.3% | $2,755-23.5% |
| Participant deferral / active EE | $2,312 | $6,644-65.2% | $8,070-71.4% | $4,296-46.2% |
| Admin fee / account holder | $8,350 | $7,941+5.1% | $12,998-35.8% | $6,918+20.7% |