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 4-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 | $202,871 | $127,065+59.7% | $113,168+79.3% | $142,382+42.5% |
| Participation rate | 42.9% | 79.2%-36.3pp | 76.6%-33.7pp | 80.1%-37.3pp |
| Annual return | 10.14% | 24.03%-13.9pp | 24.27%-14.1pp | 217.08%-206.9pp |
| Employer contribution / active EE | $1,041 | $3,442-69.8% | $2,975-65.0% | $4,299-75.8% |
| Participant deferral / active EE | $1,620 | $5,716-71.7% | $5,107-68.3% | $6,507-75.1% |
| Admin fee / account holder | $109,582 | $15,736+596.4% | $12,068+808.1% | $12,624+768.1% |