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 | $116,295 | $63,861+82.1% | $104,607+11.2% | $79,858+45.6% |
| Participation rate | 41.7% | 64.9%-23.3pp | 74.1%-32.4pp | 69.6%-28.0pp |
| Annual return | 9.49% | 21.30%-11.8pp | 340.46%-331.0pp | 31.71%-22.2pp |
| Employer contribution / active EE | $0 | $1,588-100.0% | $2,681-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $932 | $2,693-65.4% | $3,740-75.1% | $3,740-75.1% |
| Admin fee / account holder | $9,931 | $4,185+137.3% | $6,473+53.4% | $5,306+87.2% |