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 | $186,134 | $88,672+109.9% | $105,223+76.9% | $82,448+125.8% |
| Participation rate | 51.4% | 67.9%-16.5pp | 75.0%-23.6pp | 68.1%-16.6pp |
| Annual return | 11.80% | 30.86%-19.1pp | 180.65%-168.9pp | 41.64%-29.8pp |
| Employer contribution / active EE | $14,202 | $3,048+366.0% | $3,689+285.0% | $2,551+456.7% |
| Participant deferral / active EE | $1,637 | $4,036-59.4% | $5,072-67.7% | $4,139-60.4% |
| Admin fee / account holder | $26,690 | $7,146+273.5% | $8,859+201.3% | $7,234+268.9% |