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 | $135,762 | $88,360+53.6% | $145,433-6.6% | $67,986+99.7% |
| Participation rate | 27.7% | 65.5%-37.7pp | 82.1%-54.4pp | 57.2%-29.5pp |
| Annual return | 11.41% | 63.15%-51.7pp | 66.58%-55.2pp | 31.67%-20.3pp |
| Employer contribution / active EE | $483 | $3,054-84.2% | $4,554-89.4% | $2,019-76.1% |
| Participant deferral / active EE | $1,405 | $5,932-76.3% | $7,897-82.2% | $3,358-58.1% |
| Admin fee / account holder | $10,741 | $3,313+224.2% | $13,129-18.2% | $3,203+235.3% |