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 | $124,595 | $79,171+57.4% | $102,423+21.6% | $74,495+67.3% |
| Participation rate | 32.1% | 74.8%-42.7pp | 76.5%-44.4pp | 67.2%-35.1pp |
| Annual return | 8.96% | 54.93%-46.0pp | 29.32%-20.4pp | 1364.94%-1356.0pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,023-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,272 | $4,415-71.2% | $5,053-74.8% | $4,346-70.7% |
| Admin fee / account holder | $13,383 | $2,001+568.9% | $9,451+41.6% | $1,942+589.2% |