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 | $157,737 | $127,065+24.1% | $113,168+39.4% | $142,382+10.8% |
| Participation rate | 62.5% | 79.2%-16.7pp | 76.6%-14.1pp | 80.1%-17.6pp |
| Annual return | 3.97% | 24.03%-20.1pp | 24.27%-20.3pp | 217.08%-213.1pp |
| Employer contribution / active EE | $1,395 | $3,442-59.5% | $2,975-53.1% | $4,299-67.6% |
| Participant deferral / active EE | $1,691 | $5,716-70.4% | $5,107-66.9% | $6,507-74.0% |
| Admin fee / account holder | $815 | $15,736-94.8% | $12,068-93.2% | $12,624-93.5% |