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 | $104,722 | $111,814-6.3% | $93,654+11.8% | $145,959-28.3% |
| Participation rate | 44.4% | 74.2%-29.8pp | 68.7%-24.3pp | 80.3%-35.8pp |
| Annual return | 6.88% | 203.30%-196.4pp | 133.34%-126.5pp | 561.95%-555.1pp |
| Employer contribution / active EE | $1,828 | $3,092-40.9% | $2,421-24.5% | $4,661-60.8% |
| Participant deferral / active EE | $1,132 | $4,914-77.0% | $4,413-74.4% | $6,689-83.1% |
| Admin fee / account holder | $1,441 | $10,246-85.9% | $8,282-82.6% | $13,398-89.2% |