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 | $76,117 | $60,124+26.6% | $90,404-15.8% | $79,858-4.7% |
| Participation rate | 19.8% | 65.0%-45.2pp | 72.7%-52.9pp | 69.6%-49.8pp |
| Annual return | 4.68% | 71.94%-67.3pp | 1293.02%-1288.3pp | 31.71%-27.0pp |
| Employer contribution / active EE | $246 | $2,068-88.1% | $3,262-92.4% | $2,471-90.0% |
| Participant deferral / active EE | $753 | $2,938-74.4% | $3,963-81.0% | $3,740-79.9% |
| Admin fee / account holder | $396 | $3,976-90.0% | $5,611-92.9% | $5,306-92.5% |