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 | $155,120 | $60,022+158.4% | $88,946+74.4% | $84,808+82.9% |
| Participation rate | 11.4% | 57.8%-46.5pp | 68.8%-57.5pp | 68.3%-56.9pp |
| Annual return | 11.91% | 22.43%-10.5pp | 57.82%-45.9pp | 40.90%-29.0pp |
| Employer contribution / active EE | $296 | $1,703-82.6% | $2,555-88.4% | $2,631-88.8% |
| Participant deferral / active EE | $516 | $3,114-83.4% | $4,581-88.7% | $4,212-87.7% |
| Admin fee / account holder | $36,967 | $4,811+668.4% | $8,261+347.5% | $7,344+403.4% |