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 | $97,942 | $60,124+62.9% | $90,404+8.3% | $79,858+22.6% |
| Participation rate | 12.5% | 65.0%-52.5pp | 72.7%-60.2pp | 69.6%-57.1pp |
| Annual return | 6.52% | 71.94%-65.4pp | 1293.02%-1286.5pp | 31.71%-25.2pp |
| Employer contribution / active EE | $320 | $2,068-84.5% | $3,262-90.2% | $2,471-87.1% |
| Participant deferral / active EE | $704 | $2,938-76.0% | $3,963-82.2% | $3,740-81.2% |
| Admin fee / account holder | $20,386 | $3,976+412.7% | $5,611+263.3% | $5,306+284.2% |