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 8-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 | $100,973 | $214,378-52.9% | $200,582-49.7% | $142,382-29.1% |
| Participation rate | 56.5% | 87.4%-30.9pp | 86.9%-30.4pp | 80.1%-23.6pp |
| Annual return | 5.82% | 46.41%-40.6pp | 42.33%-36.5pp | 217.08%-211.3pp |
| Employer contribution / active EE | $1,517 | $6,841-77.8% | $6,419-76.4% | $4,299-64.7% |
| Participant deferral / active EE | $2,015 | $9,865-79.6% | $9,331-78.4% | $6,507-69.0% |
| Admin fee / account holder | $85,704 | $17,692+384.4% | $16,305+425.6% | $12,624+578.9% |