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 | $149,180 | $79,171+88.4% | $102,423+45.7% | $74,495+100.3% |
| Participation rate | 18.0% | 74.8%-56.8pp | 76.5%-58.5pp | 67.2%-49.2pp |
| Annual return | 8.43% | 54.93%-46.5pp | 29.32%-20.9pp | 1364.94%-1356.5pp |
| Employer contribution / active EE | $828 | $2,362-64.9% | $3,023-72.6% | $2,623-68.4% |
| Participant deferral / active EE | $1,881 | $4,415-57.4% | $5,053-62.8% | $4,346-56.7% |
| Admin fee / account holder | $11,146 | $2,001+457.1% | $9,451+17.9% | $1,942+474.0% |