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 | $194,126 | $133,922+45.0% | $116,228+67.0% | $142,382+36.3% |
| Participation rate | 41.7% | 77.9%-36.2pp | 74.6%-32.9pp | 80.1%-38.5pp |
| Annual return | 9.11% | 147.76%-138.6pp | 90.06%-80.9pp | 217.08%-208.0pp |
| Employer contribution / active EE | $0 | $3,446-100.0% | $2,994-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,051 | $5,672-81.5% | $4,953-78.8% | $6,507-83.9% |
| Admin fee / account holder | $10,817 | $14,945-27.6% | $11,989-9.8% | $12,624-14.3% |