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 | $191,125 | $87,013+119.7% | $106,213+79.9% | $80,856+136.4% |
| Participation rate | 44.4% | 70.4%-26.0pp | 75.3%-30.8pp | 67.6%-23.2pp |
| Annual return | 10.05% | 17.05%-7.0pp | 116.14%-106.1pp | 35.59%-25.5pp |
| Employer contribution / active EE | $744 | $2,395-69.0% | $3,171-76.6% | $2,755-73.0% |
| Participant deferral / active EE | $1,443 | $3,986-63.8% | $5,016-71.2% | $4,296-66.4% |
| Admin fee / account holder | $22,188 | $8,431+163.2% | $11,033+101.1% | $6,918+220.7% |