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 | $73,342 | $133,958-45.2% | $112,228-34.6% | $134,475-45.5% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -22.90% | 47.11%-70.0pp | 27.45%-50.3pp | 417.96%-440.9pp |
| Employer contribution / active EE | $11,616 | $4,038+187.7% | $3,635+219.6% | $4,740+145.1% |
| Participant deferral / active EE | $717 | $5,291-86.4% | $4,728-84.8% | $6,400-88.8% |
| Admin fee / account holder | $1,284 | $7,489-82.8% | $6,410-80.0% | $11,426-88.8% |