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 | $124,222 | $96,128+29.2% | $136,007-8.7% | $80,856+53.6% |
| Participation rate | 29.4% | 71.2%-41.8pp | 76.5%-47.1pp | 67.6%-38.2pp |
| Annual return | 6.88% | 28.71%-21.8pp | 579.32%-572.4pp | 35.59%-28.7pp |
| Employer contribution / active EE | $6,160 | $3,351+83.8% | $4,217+46.1% | $2,755+123.6% |
| Participant deferral / active EE | $0 | $5,709-100.0% | $7,025-100.0% | $4,296-100.0% |
| Admin fee / account holder | $130,924 | $8,236+1489.6% | $6,858+1809.0% | $6,918+1792.5% |