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 | $37,640 | $159,901-76.5% | $146,958-74.4% | $145,922-74.2% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 7.15% | 98.13%-91.0pp | 418.34%-411.2pp | 561.29%-554.1pp |
| Employer contribution / active EE | $1,604 | $5,286-69.7% | $4,933-67.5% | $4,660-65.6% |
| Participant deferral / active EE | $2,367 | $8,428-71.9% | $8,070-70.7% | $6,688-64.6% |
| Admin fee / account holder | $128,421 | $15,044+753.6% | $12,998+888.0% | $13,397+858.6% |