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 | $140,195 | $79,171+77.1% | $102,423+36.9% | $74,495+88.2% |
| Participation rate | 17.2% | 74.8%-57.6pp | 76.5%-59.2pp | 67.2%-50.0pp |
| Annual return | 9.68% | 54.93%-45.3pp | 29.32%-19.6pp | 1364.94%-1355.3pp |
| Employer contribution / active EE | $1,573 | $2,362-33.4% | $3,023-48.0% | $2,623-40.0% |
| Participant deferral / active EE | $1,598 | $4,415-63.8% | $5,053-68.4% | $4,346-63.2% |
| Admin fee / account holder | $13,186 | $2,001+559.1% | $9,451+39.5% | $1,942+579.1% |