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 | $110,006 | $89,355+23.1% | $141,162-22.1% | $72,985+50.7% |
| Participation rate | 65.4% | 75.1%-9.7pp | 82.5%-17.1pp | 69.5%-4.1pp |
| Annual return | 9.57% | 111.85%-102.3pp | 71.39%-61.8pp | 81.00%-71.4pp |
| Employer contribution / active EE | $1,850 | $3,114-40.6% | $4,735-60.9% | $2,440-24.2% |
| Participant deferral / active EE | $1,996 | $5,418-63.2% | $6,709-70.3% | $3,607-44.7% |
| Admin fee / account holder | $1,594 | $5,958-73.2% | $10,261-84.5% | $5,124-68.9% |