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 | $89,753+107.4% | $107,525+73.1% | $84,808+119.5% |
| Participation rate | 51.4% | 68.1%-16.6pp | 75.1%-23.6pp | 68.3%-16.9pp |
| Annual return | 11.80% | 29.48%-17.7pp | 181.32%-169.5pp | 40.90%-29.1pp |
| Employer contribution / active EE | $14,202 | $3,113+356.2% | $3,754+278.4% | $2,631+439.8% |
| Participant deferral / active EE | $1,637 | $4,056-59.6% | $5,116-68.0% | $4,212-61.1% |
| Admin fee / account holder | $26,690 | $7,222+269.6% | $8,919+199.3% | $7,344+263.4% |