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 | $166,657 | $68,346+143.8% | $94,646+76.1% | $75,163+121.7% |
| Participation rate | 24.3% | 76.1%-51.8pp | 80.8%-56.5pp | 67.2%-42.9pp |
| Annual return | 14.94% | 616.93%-602.0pp | 156.71%-141.8pp | 160.62%-145.7pp |
| Employer contribution / active EE | $1,189 | $2,701-56.0% | $3,672-67.6% | $2,670-55.5% |
| Participant deferral / active EE | $2,288 | $6,537-65.0% | $7,418-69.2% | $4,125-44.5% |
| Admin fee / account holder | $33,786 | $5,326+534.4% | $7,231+367.3% | $5,651+497.9% |