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 | $137,586 | $53,822+155.6% | $75,696+81.8% | $85,850+60.3% |
| Participation rate | 12.5% | 69.1%-56.6pp | 74.8%-62.3pp | 69.3%-56.8pp |
| Annual return | -0.93% | 24.54%-25.5pp | 104.53%-105.5pp | 318.53%-319.5pp |
| Employer contribution / active EE | $761 | $2,017-62.3% | $2,743-72.3% | $2,565-70.3% |
| Participant deferral / active EE | $14 | $2,895-99.5% | $3,821-99.6% | $3,952-99.6% |
| Admin fee / account holder | $4,728 | $3,343+41.4% | $3,619+30.6% | $6,260-24.5% |