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 | $176,679 | $173,345+1.9% | $136,007+29.9% | $145,922+21.1% |
| Participation rate | 66.7% | 80.5%-13.8pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | -6.36% | 1163.32%-1169.7pp | 579.32%-585.7pp | 561.29%-567.6pp |
| Employer contribution / active EE | $48,500 | $5,278+818.8% | $4,217+1050.2% | $4,660+940.9% |
| Participant deferral / active EE | $0 | $8,699-100.0% | $7,025-100.0% | $6,688-100.0% |
| Admin fee / account holder | $4,510 | $9,954-54.7% | $6,858-34.2% | $13,397-66.3% |