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 | $175,679 | $127,065+38.3% | $113,168+55.2% | $142,382+23.4% |
| Participation rate | 25.0% | 79.2%-54.2pp | 76.6%-51.6pp | 80.1%-55.1pp |
| Annual return | 7.32% | 24.03%-16.7pp | 24.27%-16.9pp | 217.08%-209.8pp |
| Employer contribution / active EE | $0 | $3,442-100.0% | $2,975-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,494 | $5,716-73.9% | $5,107-70.7% | $6,507-77.0% |
| Admin fee / account holder | $206,782 | $15,736+1214.1% | $12,068+1613.5% | $12,624+1538.0% |