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 6-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 | $82,949 | $91,762-9.6% | $67,502+22.9% | $77,643+6.8% |
| Participation rate | 23.1% | 75.9%-52.8pp | 72.9%-49.7pp | 70.6%-47.4pp |
| Annual return | 10.90% | 14.87%-4.0pp | 3512.12%-3501.2pp | 31.24%-20.3pp |
| Employer contribution / active EE | $0 | $3,181-100.0% | $2,731-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $1,595 | $3,903-59.1% | $4,000-60.1% | $4,647-65.7% |
| Admin fee / account holder | $5,973 | $176+3293.7% | $3,998+49.4% | $430+1287.7% |