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 | $99,220 | $63,346+56.6% | $92,233+7.6% | $70,131+41.5% |
| Participation rate | 50.0% | 68.7%-18.7pp | 76.5%-26.5pp | 69.5%-19.5pp |
| Annual return | 9.30% | 530.12%-520.8pp | 176.28%-167.0pp | 73.14%-63.8pp |
| Employer contribution / active EE | $527 | $2,471-78.7% | $3,679-85.7% | $2,342-77.5% |
| Participant deferral / active EE | $1,023 | $2,854-64.1% | $3,897-73.7% | $3,332-69.3% |
| Admin fee / account holder | $54,960 | $3,840+1331.2% | $5,194+958.2% | $4,645+1083.1% |