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 | $93,583 | $54,517+71.7% | $75,972+23.2% | $74,495+25.6% |
| Participation rate | 38.7% | 60.3%-21.6pp | 69.1%-30.3pp | 67.2%-28.5pp |
| Annual return | 9.85% | 31.82%-22.0pp | 359.55%-349.7pp | 1364.94%-1355.1pp |
| Employer contribution / active EE | $5,914 | $1,777+232.8% | $2,685+120.3% | $2,623+125.5% |
| Participant deferral / active EE | $894 | $3,066-70.8% | $4,255-79.0% | $4,346-79.4% |
| Admin fee / account holder | $1,206 | $2,229-45.9% | $6,467-81.3% | $1,942-37.9% |