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 | $66,721 | $76,670-13.0% | $96,683-31.0% | $71,457-6.6% |
| Participation rate | 28.3% | 66.6%-38.3pp | 74.3%-46.1pp | 67.9%-39.7pp |
| Annual return | 13.44% | 48.29%-34.8pp | 35.69%-22.3pp | 28.85%-15.4pp |
| Employer contribution / active EE | $898 | $3,031-70.4% | $3,737-76.0% | $2,588-65.3% |
| Participant deferral / active EE | $1,346 | $3,771-64.3% | $4,878-72.4% | $4,289-68.6% |
| Admin fee / account holder | $16,851 | $2,028+730.8% | $6,730+150.4% | $1,587+961.6% |