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 | $134,054 | $81,208+65.1% | $98,907+35.5% | $79,858+67.9% |
| Participation rate | 29.7% | 72.5%-42.8pp | 76.0%-46.3pp | 69.6%-39.9pp |
| Annual return | 1.14% | 60.99%-59.9pp | 196.43%-195.3pp | 31.71%-30.6pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,191 | $3,265-63.5% | $4,244-71.9% | $3,740-68.2% |
| Admin fee / account holder | $4,604 | $6,013-23.4% | $6,642-30.7% | $5,306-13.2% |