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 | $31,153 | $138,044-77.4% | $125,339-75.1% | $134,475-76.8% |
| Participation rate | 55.6% | 84.5%-28.9pp | 82.4%-26.8pp | 81.2%-25.7pp |
| Annual return | -22.39% | 750.33%-772.7pp | 572.05%-594.4pp | 417.96%-440.4pp |
| Employer contribution / active EE | $6,494 | $5,243+23.9% | $4,814+34.9% | $4,740+37.0% |
| Participant deferral / active EE | $2,186 | $7,799-72.0% | $7,446-70.6% | $6,400-65.8% |
| Admin fee / account holder | $3,624 | $11,571-68.7% | $10,010-63.8% | $11,426-68.3% |