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 | $109,218 | $95,416+14.5% | $185,823-41.2% | $85,850+27.2% |
| Participation rate | 56.0% | 68.8%-12.8pp | 81.7%-25.7pp | 69.3%-13.3pp |
| Annual return | 5.65% | 23.59%-17.9pp | 122.05%-116.4pp | 318.53%-312.9pp |
| Employer contribution / active EE | $5,520 | $3,314+66.6% | $5,167+6.8% | $2,565+115.2% |
| Participant deferral / active EE | $0 | $3,423-100.0% | $5,568-100.0% | $3,952-100.0% |
| Admin fee / account holder | $11,137 | $7,213+54.4% | $16,237-31.4% | $6,260+77.9% |