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 8-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 | $78,353 | $104,907-25.3% | $84,611-7.4% | $152,861-48.7% |
| Participation rate | 14.3% | 74.8%-60.5pp | 68.2%-53.9pp | 82.4%-68.2pp |
| Annual return | 4.80% | 373.79%-369.0pp | 258.74%-253.9pp | 345.32%-340.5pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,652-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $571 | $4,688-87.8% | $3,899-85.3% | $5,850-90.2% |
| Admin fee / account holder | $811 | $6,241-87.0% | $4,912-83.5% | $11,596-93.0% |