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 | $36,917 | $103,376-64.3% | $87,100-57.6% | $152,861-75.8% |
| Participation rate | 66.7% | 79.3%-12.7pp | 76.9%-10.2pp | 82.4%-15.8pp |
| Annual return | 1.86% | 28.10%-26.2pp | 28.19%-26.3pp | 345.32%-343.5pp |
| Employer contribution / active EE | $1,404 | $3,220-56.4% | $2,521-44.3% | $4,762-70.5% |
| Participant deferral / active EE | $1,404 | $4,778-70.6% | $4,049-65.3% | $5,850-76.0% |
| Admin fee / account holder | $877 | $12,205-92.8% | $7,497-88.3% | $11,596-92.4% |