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 | $47,230 | $45,566+3.7% | $64,105-26.3% | $59,632-20.8% |
| Participation rate | 6.1% | 60.2%-54.0pp | 68.2%-62.0pp | 68.7%-62.5pp |
| Annual return | -5.68% | 4.95%-10.6pp | 791.24%-796.9pp | 2041.28%-2047.0pp |
| Employer contribution / active EE | $243 | $934-74.0% | $1,820-86.7% | $2,203-89.0% |
| Participant deferral / active EE | $757 | $2,057-63.2% | $2,822-73.2% | $3,192-76.3% |
| Admin fee / account holder | $623 | $3,268-80.9% | $4,499-86.1% | $4,297-85.5% |