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 | $130,248 | $93,571+39.2% | $135,903-4.2% | $75,163+73.3% |
| Participation rate | 23.9% | 75.2%-51.3pp | 81.9%-58.0pp | 67.2%-43.3pp |
| Annual return | 7.63% | 30.90%-23.3pp | 68.23%-60.6pp | 160.62%-153.0pp |
| Employer contribution / active EE | $1,089 | $3,537-69.2% | $4,856-77.6% | $2,670-59.2% |
| Participant deferral / active EE | $677 | $6,404-89.4% | $7,758-91.3% | $4,125-83.6% |
| Admin fee / account holder | $1,957 | $6,975-71.9% | $10,762-81.8% | $5,651-65.4% |