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 7-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 | $171,848 | $99,985+71.9% | $146,665+17.2% | $85,850+100.2% |
| Participation rate | 21.3% | 73.1%-51.7pp | 80.1%-58.8pp | 69.3%-48.0pp |
| Annual return | 7.15% | 18.93%-11.8pp | 22.74%-15.6pp | 318.53%-311.4pp |
| Employer contribution / active EE | $779 | $2,559-69.6% | $4,136-81.2% | $2,565-69.6% |
| Participant deferral / active EE | $1,517 | $4,006-62.1% | $5,506-72.4% | $3,952-61.6% |
| Admin fee / account holder | $11,254 | $7,702+46.1% | $10,280+9.5% | $6,260+79.8% |