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 | $167,653 | $109,413+53.2% | $156,263+7.3% | $84,808+97.7% |
| Participation rate | 19.6% | 72.7%-53.1pp | 78.9%-59.3pp | 68.3%-48.7pp |
| Annual return | 10.66% | 20.18%-9.5pp | 59.47%-48.8pp | 40.90%-30.2pp |
| Employer contribution / active EE | $812 | $2,907-72.1% | $4,333-81.3% | $2,631-69.1% |
| Participant deferral / active EE | $1,976 | $4,590-56.9% | $6,158-67.9% | $4,212-53.1% |
| Admin fee / account holder | $20,672 | $9,357+120.9% | $14,255+45.0% | $7,344+181.5% |