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 | $191,077 | $117,841+62.1% | $102,423+86.6% | $145,922+30.9% |
| Participation rate | 17.6% | 78.6%-60.9pp | 76.5%-58.8pp | 80.3%-62.6pp |
| Annual return | 4.25% | 31.65%-27.4pp | 29.32%-25.1pp | 561.29%-557.0pp |
| Employer contribution / active EE | $1,203 | $3,615-66.7% | $3,023-60.2% | $4,660-74.2% |
| Participant deferral / active EE | $1,203 | $5,731-79.0% | $5,053-76.2% | $6,688-82.0% |
| Admin fee / account holder | $3,590 | $13,326-73.1% | $9,451-62.0% | $13,397-73.2% |