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 8-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 | $88,194 | $58,926+49.7% | $97,226-9.3% | $74,495+18.4% |
| Participation rate | 24.3% | 63.5%-39.2pp | 72.7%-48.4pp | 67.2%-42.9pp |
| Annual return | 10.10% | 16.04%-5.9pp | 75.13%-65.0pp | 1364.94%-1354.8pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,729-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $751 | $3,664-79.5% | $4,264-82.4% | $4,346-82.7% |
| Admin fee / account holder | $15,118 | $1,974+666.0% | $5,654+167.4% | $1,942+678.6% |