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 | $38,033 | $157,256-75.8% | $141,162-73.1% | $152,861-75.1% |
| Participation rate | 31.6% | 84.8%-53.2pp | 82.5%-50.9pp | 82.4%-50.9pp |
| Annual return | 13.56% | 64.32%-50.8pp | 71.39%-57.8pp | 345.32%-331.8pp |
| Employer contribution / active EE | $0 | $5,261-100.0% | $4,735-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,224 | $7,109-82.8% | $6,709-81.8% | $5,850-79.1% |
| Admin fee / account holder | $356 | $12,120-97.1% | $10,261-96.5% | $11,596-96.9% |