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 9-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 | $56,315 | $109,817-48.7% | $98,442-42.8% | $167,490-66.4% |
| Participation rate | 33.3% | 75.8%-42.5pp | 73.3%-40.0pp | 82.1%-48.8pp |
| Annual return | 4.80% | 1956.69%-1951.9pp | 1492.73%-1487.9pp | 478.56%-473.8pp |
| Employer contribution / active EE | $838 | $3,224-74.0% | $2,960-71.7% | $4,837-82.7% |
| Participant deferral / active EE | $859 | $4,673-81.6% | $4,276-79.9% | $6,341-86.5% |
| Admin fee / account holder | $24,816 | $6,753+267.5% | $5,949+317.1% | $12,309+101.6% |