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 | $94,518 | $76,670+23.3% | $96,683-2.2% | $71,457+32.3% |
| Participation rate | 23.1% | 66.6%-43.4pp | 74.3%-51.2pp | 67.9%-44.8pp |
| Annual return | 14.01% | 48.29%-34.3pp | 35.69%-21.7pp | 28.85%-14.8pp |
| Employer contribution / active EE | $823 | $3,031-72.8% | $3,737-78.0% | $2,588-68.2% |
| Participant deferral / active EE | $1,300 | $3,771-65.5% | $4,878-73.4% | $4,289-69.7% |
| Admin fee / account holder | $7,340 | $2,028+261.9% | $6,730+9.1% | $1,587+362.4% |