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 6-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 | $36,185 | $176,056-79.4% | $159,436-77.3% | $167,490-78.4% |
| Participation rate | 60.0% | 84.9%-24.9pp | 82.8%-22.8pp | 82.1%-22.1pp |
| Annual return | 8.23% | 331.75%-323.5pp | 263.57%-255.3pp | 478.56%-470.3pp |
| Employer contribution / active EE | $2,786 | $5,297-47.4% | $4,829-42.3% | $4,837-42.4% |
| Participant deferral / active EE | $1,452 | $7,750-81.3% | $7,352-80.3% | $6,341-77.1% |
| Admin fee / account holder | $406 | $12,554-96.8% | $10,799-96.2% | $12,309-96.7% |