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 7-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 | $45,889 | $102,317-55.2% | $146,958-68.8% | $80,856-43.2% |
| Participation rate | 56.8% | 75.8%-19.0pp | 82.2%-25.3pp | 67.6%-10.8pp |
| Annual return | 11.49% | 134.76%-123.3pp | 418.34%-406.9pp | 35.59%-24.1pp |
| Employer contribution / active EE | $2,182 | $3,713-41.2% | $4,933-55.8% | $2,755-20.8% |
| Participant deferral / active EE | $2,545 | $6,644-61.7% | $8,070-68.5% | $4,296-40.8% |
| Admin fee / account holder | $707 | $7,941-91.1% | $12,998-94.6% | $6,918-89.8% |