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 | $43,514 | $72,071-39.6% | $68,368-36.4% | $137,256-68.3% |
| Participation rate | 33.3% | 76.2%-42.9pp | 73.8%-40.4pp | 80.0%-46.6pp |
| Annual return | 12.18% | 353.14%-341.0pp | 292.57%-280.4pp | 220.34%-208.2pp |
| Employer contribution / active EE | $496 | $2,788-82.2% | $2,649-81.3% | $4,156-88.1% |
| Participant deferral / active EE | $533 | $4,410-87.9% | $4,123-87.1% | $6,407-91.7% |
| Admin fee / account holder | $388 | $5,336-92.7% | $5,150-92.5% | $12,270-96.8% |