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 | $71,060 | $102,317-30.5% | $146,958-51.6% | $80,856-12.1% |
| Participation rate | 51.8% | 75.8%-24.0pp | 82.2%-30.4pp | 67.6%-15.9pp |
| Annual return | 10.71% | 134.76%-124.0pp | 418.34%-407.6pp | 35.59%-24.9pp |
| Employer contribution / active EE | $1,484 | $3,713-60.0% | $4,933-69.9% | $2,755-46.1% |
| Participant deferral / active EE | $2,544 | $6,644-61.7% | $8,070-68.5% | $4,296-40.8% |
| Admin fee / account holder | $15,587 | $7,941+96.3% | $12,998+19.9% | $6,918+125.3% |