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 | $113,120 | $89,436+26.5% | $164,813-31.4% | $77,643+45.7% |
| Participation rate | 31.1% | 78.6%-47.5pp | 78.6%-47.5pp | 70.6%-39.4pp |
| Annual return | 11.56% | 28.83%-17.3pp | 69.93%-58.4pp | 31.24%-19.7pp |
| Employer contribution / active EE | $1,167 | $2,569-54.6% | $4,341-73.1% | $2,726-57.2% |
| Participant deferral / active EE | $2,372 | $4,897-51.6% | $6,031-60.7% | $4,647-49.0% |
| Admin fee / account holder | $5,956 | $339+1654.3% | $12,690-53.1% | $430+1283.7% |