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 | $49,505 | $81,947-39.6% | $105,387-53.0% | $72,985-32.2% |
| Participation rate | 41.2% | 76.5%-35.4pp | 82.6%-41.4pp | 69.5%-28.3pp |
| Annual return | 14.53% | 42.90%-28.4pp | 26.82%-12.3pp | 81.00%-66.5pp |
| Employer contribution / active EE | $1,003 | $3,468-71.1% | $4,213-76.2% | $2,440-58.9% |
| Participant deferral / active EE | $1,548 | $4,494-65.5% | $5,502-71.9% | $3,607-57.1% |
| Admin fee / account holder | $3,418 | $6,258-45.4% | $6,559-47.9% | $5,124-33.3% |