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 | $119,317 | $102,605+16.3% | $145,661-18.1% | $84,808+40.7% |
| Participation rate | 33.3% | 74.3%-40.9pp | 77.2%-43.9pp | 68.3%-35.0pp |
| Annual return | 7.90% | 26.50%-18.6pp | 101.46%-93.6pp | 40.90%-33.0pp |
| Employer contribution / active EE | $6,540 | $3,325+96.7% | $4,238+54.3% | $2,631+148.6% |
| Participant deferral / active EE | $0 | $5,750-100.0% | $7,198-100.0% | $4,212-100.0% |
| Admin fee / account holder | $18,630 | $8,758+112.7% | $12,466+49.4% | $7,344+153.7% |