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 8-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 | $49,072 | $79,013-37.9% | $100,391-51.1% | $74,495-34.1% |
| Participation rate | 69.6% | 79.5%-9.9pp | 81.5%-11.9pp | 67.2%+2.4pp |
| Annual return | 13.34% | 20.41%-7.1pp | 49.20%-35.9pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $2,112 | $3,021-30.1% | $3,942-46.4% | $2,623-19.5% |
| Participant deferral / active EE | $3,560 | $7,760-54.1% | $8,082-55.9% | $4,346-18.1% |
| Admin fee / account holder | $388 | $1,320-70.6% | $7,899-95.1% | $1,942-80.0% |