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 7-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 | $138,589 | $70,475+96.6% | $100,516+37.9% | $79,858+73.5% |
| Participation rate | 18.4% | 73.7%-55.2pp | 79.4%-61.0pp | 69.6%-51.2pp |
| Annual return | 12.32% | 21.90%-9.6pp | 30.89%-18.6pp | 31.71%-19.4pp |
| Employer contribution / active EE | $297 | $2,165-86.3% | $3,418-91.3% | $2,471-88.0% |
| Participant deferral / active EE | $132 | $5,181-97.4% | $6,270-97.9% | $3,740-96.5% |
| Admin fee / account holder | $642 | $4,478-85.7% | $8,081-92.1% | $5,306-87.9% |