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.
Employer 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 | $32,705 | $202,318-83.8% | $172,739-81.1% | $152,861-78.6% |
| Participation rate | 12.5% | 87.1%-74.6pp | 82.6%-70.1pp | 82.4%-69.9pp |
| Annual return | 5.54% | 1029.65%-1024.1pp | 802.84%-797.3pp | 345.32%-339.8pp |
| Employer contribution / active EE | $0 | $5,856-100.0% | $5,143-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $7,669 | $5,948+28.9% | $5,198+47.5% | $5,850+31.1% |
| Admin fee / account holder | $399 | $17,109-97.7% | $13,954-97.1% | $11,596-96.6% |