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 | $203,033 | $106,584+90.5% | $101,326+100.4% | $142,382+42.6% |
| Participation rate | 29.4% | 82.7%-53.3pp | 81.5%-52.1pp | 80.1%-50.7pp |
| Annual return | 11.77% | 36.93%-25.2pp | 36.82%-25.0pp | 217.08%-205.3pp |
| Employer contribution / active EE | $0 | $3,956-100.0% | $3,665-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $988 | $8,297-88.1% | $7,994-87.6% | $6,507-84.8% |
| Admin fee / account holder | $37,172 | $11,446+224.8% | $11,185+232.3% | $12,624+194.5% |