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 | $157,506 | $70,669+122.9% | $169,368-7.0% | $75,163+109.6% |
| Participation rate | 18.9% | 64.8%-45.9pp | 77.1%-58.2pp | 67.2%-48.3pp |
| Annual return | 13.95% | 36.36%-22.4pp | 405.60%-391.6pp | 160.62%-146.7pp |
| Employer contribution / active EE | $1,351 | $2,211-38.9% | $4,013-66.3% | $2,670-49.4% |
| Participant deferral / active EE | $1,351 | $4,311-68.6% | $6,221-78.3% | $4,125-67.2% |
| Admin fee / account holder | $1,305 | $5,402-75.8% | $9,003-85.5% | $5,651-76.9% |