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 | $9,567 | $81,625-88.3% | $58,482-83.6% | $139,434-93.1% |
| Participation rate | 9.5% | 61.3%-51.8pp | 50.9%-41.3pp | 80.3%-70.8pp |
| Annual return | 5.99% | 7404.20%-7398.2pp | 4239.32%-4233.3pp | 372.94%-366.9pp |
| Employer contribution / active EE | $57 | $1,398-95.9% | $1,053-94.6% | $4,751-98.8% |
| Participant deferral / active EE | $71 | $2,557-97.2% | $1,924-96.3% | $6,710-98.9% |
| Admin fee / account holder | $554 | $3,265-83.0% | $2,516-78.0% | $11,403-95.1% |