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 | $143,368 | $68,719+108.6% | $91,541+56.6% | $84,808+69.1% |
| Participation rate | 7.0% | 64.5%-57.5pp | 69.8%-62.8pp | 68.3%-61.3pp |
| Annual return | 10.03% | 19.12%-9.1pp | 20.50%-10.5pp | 40.90%-30.9pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,505-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $300 | $3,136-90.4% | $4,008-92.5% | $4,212-92.9% |
| Admin fee / account holder | $48,145 | $5,786+732.0% | $6,956+592.1% | $7,344+555.6% |