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 | $15,473 | $44,960-65.6% | $84,966-81.8% | $74,495-79.2% |
| Participation rate | 21.5% | 49.4%-27.9pp | 67.5%-46.0pp | 67.2%-45.7pp |
| Annual return | 9.71% | 26.24%-16.5pp | 66.38%-56.7pp | 1364.94%-1355.2pp |
| Employer contribution / active EE | $333 | $1,457-77.2% | $2,727-87.8% | $2,623-87.3% |
| Participant deferral / active EE | $622 | $2,731-77.2% | $4,519-86.2% | $4,346-85.7% |
| Admin fee / account holder | $963 | $2,209-56.4% | $6,149-84.3% | $1,942-50.4% |