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 | $41,131 | $86,286-52.3% | $111,297-63.0% | $85,850-52.1% |
| Participation rate | 37.0% | 73.3%-36.3pp | 77.3%-40.3pp | 69.3%-32.3pp |
| Annual return | 9.09% | 19.99%-10.9pp | 54.65%-45.6pp | 318.53%-309.4pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,255 | $3,641-65.5% | $4,487-72.0% | $3,952-68.2% |
| Admin fee / account holder | $454 | $8,188-94.5% | $7,964-94.3% | $6,260-92.7% |