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 | $56,120 | $105,998-47.1% | $92,233-39.2% | $147,584-62.0% |
| Participation rate | 66.7% | 80.4%-13.7pp | 76.5%-9.8pp | 82.8%-16.2pp |
| Annual return | 5.68% | 50.05%-44.4pp | 176.28%-170.6pp | 578.55%-572.9pp |
| Employer contribution / active EE | $2,856 | $4,333-34.1% | $3,679-22.4% | $4,876-41.4% |
| Participant deferral / active EE | $885 | $4,478-80.2% | $3,897-77.3% | $5,439-83.7% |
| Admin fee / account holder | $46,194 | $6,332+629.5% | $5,194+789.5% | $10,885+324.4% |