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 | $65,392 | $111,724-41.5% | $93,606-30.1% | $145,922-55.2% |
| Participation rate | 25.0% | 74.2%-49.2pp | 68.7%-43.7pp | 80.3%-55.3pp |
| Annual return | 7.80% | 202.98%-195.2pp | 133.20%-125.4pp | 561.29%-553.5pp |
| Employer contribution / active EE | $865 | $3,090-72.0% | $2,420-64.2% | $4,660-81.4% |
| Participant deferral / active EE | $1,097 | $4,912-77.7% | $4,411-75.1% | $6,688-83.6% |
| Admin fee / account holder | $42,023 | $10,250+310.0% | $8,285+407.2% | $13,397+213.7% |