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 7-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 | $31,331 | $183,519-82.9% | $155,509-79.9% | $145,922-78.5% |
| Participation rate | 33.3% | 82.7%-49.3pp | 78.2%-44.9pp | 80.3%-46.9pp |
| Annual return | 8.63% | 61.17%-52.5pp | 64.67%-56.0pp | 561.29%-552.7pp |
| Employer contribution / active EE | $1,074 | $5,313-79.8% | $4,672-77.0% | $4,660-77.0% |
| Participant deferral / active EE | $217 | $6,462-96.6% | $5,626-96.1% | $6,688-96.8% |
| Admin fee / account holder | $486 | $19,313-97.5% | $15,912-96.9% | $13,397-96.4% |