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 | $153,463 | $56,767+170.3% | $101,794+50.8% | $85,563+79.4% |
| Participation rate | 18.9% | 57.6%-38.6pp | 69.2%-50.2pp | 66.0%-47.0pp |
| Annual return | 11.64% | 17.76%-6.1pp | 30.53%-18.9pp | 31.51%-19.9pp |
| Employer contribution / active EE | $373 | $1,112-66.5% | $2,289-83.7% | $2,654-86.0% |
| Participant deferral / active EE | $832 | $2,720-69.4% | $4,084-79.6% | $4,375-81.0% |
| Admin fee / account holder | $18,208 | $1,098+1558.2% | $8,777+107.4% | $834+2082.7% |