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 | $30,338 | $176,812-82.8% | $146,665-79.3% | $167,490-81.9% |
| Participation rate | 41.7% | 83.6%-41.9pp | 80.1%-38.4pp | 82.1%-40.4pp |
| Annual return | 8.41% | 24.03%-15.6pp | 22.74%-14.3pp | 478.56%-470.1pp |
| Employer contribution / active EE | $0 | $5,160-100.0% | $4,136-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $917 | $6,440-85.8% | $5,506-83.4% | $6,341-85.5% |
| Admin fee / account holder | $29,295 | $13,259+120.9% | $10,280+185.0% | $12,309+138.0% |