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 | $56,148 | $165,984-66.2% | $164,813-65.9% | $145,922-61.5% |
| Participation rate | 0.0% | 82.0%-82.0pp | 78.6%-78.6pp | 80.3%-80.3pp |
| Annual return | 6.49% | 100.03%-93.5pp | 69.93%-63.4pp | 561.29%-554.8pp |
| Employer contribution / active EE | $6,212 | $5,273+17.8% | $4,341+43.1% | $4,660+33.3% |
| Participant deferral / active EE | $1,387 | $6,959-80.1% | $6,031-77.0% | $6,688-79.3% |
| Admin fee / account holder | $180,806 | $16,648+986.1% | $12,690+1324.8% | $13,397+1249.6% |