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 | $32,890 | $172,111-80.9% | $150,298-78.1% | $137,256-76.0% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 2.13% | 69.37%-67.2pp | 62.79%-60.7pp | 220.34%-218.2pp |
| Employer contribution / active EE | $967 | $4,636-79.1% | $4,154-76.7% | $4,156-76.7% |
| Participant deferral / active EE | $1,312 | $6,166-78.7% | $5,453-75.9% | $6,407-79.5% |
| Admin fee / account holder | $7,644 | $16,471-53.6% | $14,116-45.8% | $12,270-37.7% |