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 | $50,210 | $105,998-52.6% | $92,233-45.6% | $147,584-66.0% |
| Participation rate | 56.3% | 80.4%-24.2pp | 76.5%-20.2pp | 82.8%-26.6pp |
| Annual return | 4.18% | 50.05%-45.9pp | 176.28%-172.1pp | 578.55%-574.4pp |
| Employer contribution / active EE | $725 | $4,333-83.3% | $3,679-80.3% | $4,876-85.1% |
| Participant deferral / active EE | $725 | $4,478-83.8% | $3,897-81.4% | $5,439-86.7% |
| Admin fee / account holder | $847 | $6,332-86.6% | $5,194-83.7% | $10,885-92.2% |