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 | $157,711 | $88,083+79.0% | $164,813-4.3% | $74,495+111.7% |
| Participation rate | 27.2% | 73.0%-45.8pp | 78.6%-51.4pp | 67.2%-40.0pp |
| Annual return | 11.29% | 17.26%-6.0pp | 69.93%-58.6pp | 1364.94%-1353.7pp |
| Employer contribution / active EE | $829 | $2,593-68.0% | $4,341-80.9% | $2,623-68.4% |
| Participant deferral / active EE | $1,427 | $4,498-68.3% | $6,031-76.3% | $4,346-67.2% |
| Admin fee / account holder | $12,870 | $2,234+476.2% | $12,690+1.4% | $1,942+562.8% |