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 | $188,094 | $101,883+84.6% | $453,369-58.5% | $85,850+119.1% |
| Participation rate | 36.2% | 72.3%-36.1pp | 78.0%-41.8pp | 69.3%-33.1pp |
| Annual return | 9.36% | 25.38%-16.0pp | 64.40%-55.0pp | 318.53%-309.2pp |
| Employer contribution / active EE | $5,166 | $2,847+81.5% | $4,070+26.9% | $2,565+101.4% |
| Participant deferral / active EE | $0 | $4,782-100.0% | $6,209-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,933 | $5,706-48.6% | $11,209-73.8% | $6,260-53.1% |