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 | $55,804 | $85,766-34.9% | $136,294-59.1% | $70,131-20.4% |
| Participation rate | 27.6% | 74.2%-46.6pp | 81.9%-54.3pp | 69.5%-42.0pp |
| Annual return | 8.69% | 31.45%-22.8pp | 5155.94%-5147.2pp | 73.14%-64.4pp |
| Employer contribution / active EE | $822 | $2,966-72.3% | $4,695-82.5% | $2,342-64.9% |
| Participant deferral / active EE | $1,644 | $5,051-67.5% | $6,247-73.7% | $3,332-50.7% |
| Admin fee / account holder | $5,060 | $5,420-6.6% | $9,243-45.3% | $4,645+8.9% |