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 6-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 | $119,150 | $89,753+32.8% | $107,525+10.8% | $84,808+40.5% |
| Participation rate | 10.7% | 68.1%-57.3pp | 75.1%-64.4pp | 68.3%-57.6pp |
| Annual return | 12.68% | 29.48%-16.8pp | 181.32%-168.6pp | 40.90%-28.2pp |
| Employer contribution / active EE | $2,087 | $3,113-33.0% | $3,754-44.4% | $2,631-20.7% |
| Participant deferral / active EE | $716 | $4,056-82.4% | $5,116-86.0% | $4,212-83.0% |
| Admin fee / account holder | $37,414 | $7,222+418.1% | $8,919+319.5% | $7,344+409.5% |