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 8-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 | $38,553 | $159,602-75.8% | $150,045-74.3% | $142,382-72.9% |
| Participation rate | 28.6% | 84.0%-55.4pp | 82.3%-53.8pp | 80.1%-51.5pp |
| Annual return | 7.32% | 70.24%-62.9pp | 62.55%-55.2pp | 217.08%-209.8pp |
| Employer contribution / active EE | $1,318 | $4,961-73.4% | $4,693-71.9% | $4,299-69.3% |
| Participant deferral / active EE | $2,076 | $8,310-75.0% | $7,997-74.0% | $6,507-68.1% |
| Admin fee / account holder | $35,491 | $14,846+139.1% | $13,435+164.2% | $12,624+181.1% |