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 | $166,250 | $109,881+51.3% | $150,045+10.8% | $84,808+96.0% |
| Participation rate | 57.6% | 76.1%-18.5pp | 82.3%-24.7pp | 68.3%-10.7pp |
| Annual return | 2.73% | 28.25%-25.5pp | 62.55%-59.8pp | 40.90%-38.2pp |
| Employer contribution / active EE | $880 | $3,561-75.3% | $4,693-81.2% | $2,631-66.5% |
| Participant deferral / active EE | $2,397 | $6,636-63.9% | $7,997-70.0% | $4,212-43.1% |
| Admin fee / account holder | $30,596 | $8,568+257.1% | $13,435+127.7% | $7,344+316.6% |