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 | $161,712 | $79,944+102.3% | $98,439+64.3% | $75,163+115.1% |
| Participation rate | 25.4% | 70.4%-45.0pp | 75.2%-49.8pp | 67.2%-41.8pp |
| Annual return | 0.65% | 19.75%-19.1pp | 21.16%-20.5pp | 160.62%-160.0pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,048-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,029 | $3,752-72.6% | $4,738-78.3% | $4,125-75.1% |
| Admin fee / account holder | $5,236 | $6,840-23.4% | $8,948-41.5% | $5,651-7.3% |