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 | $205,203 | $127,065+61.5% | $113,168+81.3% | $142,382+44.1% |
| Participation rate | 21.4% | 79.2%-57.8pp | 76.6%-55.1pp | 80.1%-58.7pp |
| Annual return | 5.61% | 24.03%-18.4pp | 24.27%-18.7pp | 217.08%-211.5pp |
| Employer contribution / active EE | $1,360 | $3,442-60.5% | $2,975-54.3% | $4,299-68.4% |
| Participant deferral / active EE | $1,360 | $5,716-76.2% | $5,107-73.4% | $6,507-79.1% |
| Admin fee / account holder | $4,220 | $15,736-73.2% | $12,068-65.0% | $12,624-66.6% |