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 | $139,739 | $91,538+52.7% | $129,995+7.5% | $75,163+85.9% |
| Participation rate | 20.8% | 71.4%-50.7pp | 78.5%-57.7pp | 67.2%-46.4pp |
| Annual return | 10.54% | -631.11%+641.6pp | -137.18%+147.7pp | 160.62%-150.1pp |
| Employer contribution / active EE | $777 | $2,845-72.7% | $4,320-82.0% | $2,670-70.9% |
| Participant deferral / active EE | $1,641 | $4,341-62.2% | $5,820-71.8% | $4,125-60.2% |
| Admin fee / account holder | $2,572 | $6,790-62.1% | $10,614-75.8% | $5,651-54.5% |