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 | $48,188 | $114,381-57.9% | $107,525-55.2% | $142,382-66.2% |
| Participation rate | 16.7% | 78.1%-61.5pp | 75.1%-58.4pp | 80.1%-63.5pp |
| Annual return | 8.01% | 242.71%-234.7pp | 181.32%-173.3pp | 217.08%-209.1pp |
| Employer contribution / active EE | $922 | $4,015-77.0% | $3,754-75.4% | $4,299-78.6% |
| Participant deferral / active EE | $1,153 | $5,564-79.3% | $5,116-77.5% | $6,507-82.3% |
| Admin fee / account holder | $45,851 | $9,860+365.0% | $8,919+414.1% | $12,624+263.2% |