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 | $110,703 | $71,050+55.8% | $93,606+18.3% | $80,856+36.9% |
| Participation rate | 23.1% | 60.4%-37.3pp | 68.7%-45.6pp | 67.6%-44.6pp |
| Annual return | 9.86% | 11.26%-1.4pp | 133.20%-123.3pp | 35.59%-25.7pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $903 | $4,034-77.6% | $4,411-79.5% | $4,296-79.0% |
| Admin fee / account holder | $14,104 | $6,945+103.1% | $8,285+70.2% | $6,918+103.9% |