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 | $29,901 | $185,822-83.9% | $169,993-82.4% | $139,434-78.6% |
| Participation rate | 50.0% | 87.8%-37.8pp | 87.0%-37.0pp | 80.3%-30.3pp |
| Annual return | 8.62% | 60.50%-51.9pp | 53.37%-44.8pp | 372.94%-364.3pp |
| Employer contribution / active EE | $2,681 | $7,590-64.7% | $6,785-60.5% | $4,751-43.6% |
| Participant deferral / active EE | $2,681 | $11,622-76.9% | $10,408-74.2% | $6,710-60.0% |
| Admin fee / account holder | $50,661 | $15,381+229.4% | $12,815+295.3% | $11,403+344.3% |