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 | $71,869 | $66,402+8.2% | $109,895-34.6% | $85,850-16.3% |
| Participation rate | 65.8% | 63.9%+2.0pp | 74.2%-8.4pp | 69.3%-3.5pp |
| Annual return | -1.22% | 19.59%-20.8pp | 29.45%-30.7pp | 318.53%-319.8pp |
| Employer contribution / active EE | $56,116 | $1,687+3226.0% | $2,842+1874.2% | $2,565+2087.7% |
| Participant deferral / active EE | $556 | $2,842-80.4% | $4,048-86.3% | $3,952-85.9% |
| Admin fee / account holder | $1,038 | $4,557-77.2% | $6,066-82.9% | $6,260-83.4% |