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 | $111,542 | $69,977+59.4% | $108,579+2.7% | $62,891+77.4% |
| Participation rate | 55.3% | 72.9%-17.6pp | 79.6%-24.3pp | 69.3%-14.0pp |
| Annual return | -2.23% | 10.73%-13.0pp | -51.70%+49.5pp | 20.14%-22.4pp |
| Employer contribution / active EE | $2,632 | $2,135+23.3% | $3,758-30.0% | $2,281+15.4% |
| Participant deferral / active EE | $998 | $3,165-68.5% | $4,311-76.8% | $3,203-68.8% |
| Admin fee / account holder | $30,421 | $5,076+499.3% | $7,645+297.9% | $4,296+608.2% |