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 | $131,237 | $99,957+31.3% | $149,696-12.3% | $73,488+78.6% |
| Participation rate | 67.0% | 75.7%-8.7pp | 82.5%-15.5pp | 70.7%-3.7pp |
| Annual return | 12.55% | 53.87%-41.3pp | 276.60%-264.1pp | 28.51%-16.0pp |
| Employer contribution / active EE | $3,097 | $3,191-2.9% | $4,644-33.3% | $2,270+36.4% |
| Participant deferral / active EE | $1,046 | $6,073-82.8% | $6,842-84.7% | $3,740-72.0% |
| Admin fee / account holder | $5,434 | $551+886.8% | $9,309-41.6% | $513+959.1% |