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 | $103,205 | $106,890-3.4% | $84,015+22.8% | $152,861-32.5% |
| Participation rate | 33.3% | 75.2%-41.9pp | 69.0%-35.7pp | 82.4%-49.1pp |
| Annual return | 1.84% | 104.99%-103.1pp | 71.31%-69.5pp | 345.32%-343.5pp |
| Employer contribution / active EE | $831 | $2,734-69.6% | $1,983-58.1% | $4,762-82.6% |
| Participant deferral / active EE | $950 | $4,011-76.3% | $3,239-70.7% | $5,850-83.8% |
| Admin fee / account holder | $3,456 | $8,285-58.3% | $6,101-43.4% | $11,596-70.2% |