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 | $94,596 | $77,899+21.4% | $149,673-36.8% | $75,163+25.9% |
| Participation rate | 6.5% | 65.6%-59.1pp | 78.8%-72.2pp | 67.2%-60.7pp |
| Annual return | 11.54% | 31.72%-20.2pp | 134.42%-122.9pp | 160.62%-149.1pp |
| Employer contribution / active EE | $546 | $3,137-82.6% | $4,818-88.7% | $2,670-79.5% |
| Participant deferral / active EE | $724 | $3,411-78.8% | $5,680-87.2% | $4,125-82.4% |
| Admin fee / account holder | $45,403 | $5,956+662.3% | $13,210+243.7% | $5,651+703.5% |