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 | $52,340 | $214,378-75.6% | $200,582-73.9% | $142,382-63.2% |
| Participation rate | 18.2% | 87.4%-69.3pp | 86.9%-68.7pp | 80.1%-61.9pp |
| Annual return | 9.08% | 46.41%-37.3pp | 42.33%-33.3pp | 217.08%-208.0pp |
| Employer contribution / active EE | $2,241 | $6,841-67.2% | $6,419-65.1% | $4,299-47.9% |
| Participant deferral / active EE | $2,995 | $9,865-69.6% | $9,331-67.9% | $6,507-54.0% |
| Admin fee / account holder | $356,060 | $17,692+1912.6% | $16,305+2083.8% | $12,624+2720.6% |