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 | $35,312 | $105,181-66.4% | $159,436-77.9% | $85,850-58.9% |
| Participation rate | 37.3% | 75.8%-38.5pp | 82.8%-45.5pp | 69.3%-32.0pp |
| Annual return | 8.46% | 45.07%-36.6pp | 263.57%-255.1pp | 318.53%-310.1pp |
| Employer contribution / active EE | $2,211 | $3,318-33.4% | $4,829-54.2% | $2,565-13.8% |
| Participant deferral / active EE | $507 | $5,945-91.5% | $7,352-93.1% | $3,952-87.2% |
| Admin fee / account holder | $3,207 | $6,933-53.7% | $10,799-70.3% | $6,260-48.8% |