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 | $117,714 | $73,360+60.5% | $177,989-33.9% | $74,495+58.0% |
| Participation rate | 16.5% | 66.6%-50.1pp | 77.1%-60.5pp | 67.2%-50.7pp |
| Annual return | 11.13% | 17.49%-6.4pp | 294.48%-283.4pp | 1364.94%-1353.8pp |
| Employer contribution / active EE | $0 | $2,216-100.0% | $3,949-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $995 | $4,513-77.9% | $6,276-84.1% | $4,346-77.1% |
| Admin fee / account holder | $12,395 | $1,808+585.6% | $10,363+19.6% | $1,942+538.3% |