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 | $135,959 | $29,319+363.7% | $52,425+159.3% | $82,448+64.9% |
| Participation rate | 12.9% | 46.9%-33.9pp | 55.6%-42.7pp | 68.1%-55.1pp |
| Annual return | 11.05% | 535.20%-524.2pp | 302.12%-291.1pp | 41.64%-30.6pp |
| Employer contribution / active EE | $195 | $586-66.7% | $914-78.7% | $2,551-92.4% |
| Participant deferral / active EE | $232 | $1,171-80.2% | $1,790-87.1% | $4,139-94.4% |
| Admin fee / account holder | $308 | $1,962-84.3% | $2,495-87.7% | $7,234-95.7% |