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 | $83,164 | $99,957-16.8% | $149,696-44.4% | $73,488+13.2% |
| Participation rate | 49.0% | 75.7%-26.7pp | 82.5%-33.4pp | 70.7%-21.6pp |
| Annual return | 8.75% | 53.87%-45.1pp | 276.60%-267.9pp | 28.51%-19.8pp |
| Employer contribution / active EE | $839 | $3,191-73.7% | $4,644-81.9% | $2,270-63.0% |
| Participant deferral / active EE | $2,211 | $6,073-63.6% | $6,842-67.7% | $3,740-40.9% |
| Admin fee / account holder | $1,900 | $551+245.1% | $9,309-79.6% | $513+270.4% |