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 | $163,424 | $48,230+238.8% | $67,502+142.1% | $80,856+102.1% |
| Participation rate | 6.3% | 66.4%-60.1pp | 72.9%-66.6pp | 67.6%-61.4pp |
| Annual return | 10.89% | 18.28%-7.4pp | 3512.12%-3501.2pp | 35.59%-24.7pp |
| Employer contribution / active EE | $3,438 | $2,020+70.2% | $2,731+25.9% | $2,755+24.8% |
| Participant deferral / active EE | $441 | $2,924-84.9% | $4,000-89.0% | $4,296-89.7% |
| Admin fee / account holder | $3,367 | $3,681-8.5% | $3,998-15.8% | $6,918-51.3% |