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 | $138,507 | $54,705+153.2% | $71,209+94.5% | $84,808+63.3% |
| Participation rate | 8.6% | 64.1%-55.4pp | 73.8%-65.1pp | 68.3%-59.7pp |
| Annual return | 13.20% | 35.90%-22.7pp | 282.51%-269.3pp | 40.90%-27.7pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $79 | $3,030-97.4% | $4,175-98.1% | $4,212-98.1% |
| Admin fee / account holder | $2,676 | $4,863-45.0% | $5,349-50.0% | $7,344-63.6% |