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 | $34,524 | $226,064-84.7% | $182,532-81.1% | $152,861-77.4% |
| Participation rate | 33.3% | 82.5%-49.1pp | 78.0%-44.6pp | 82.4%-49.1pp |
| Annual return | 1.88% | 192.51%-190.6pp | 148.54%-146.7pp | 345.32%-343.4pp |
| Employer contribution / active EE | $4,892 | $4,978-1.7% | $4,076+20.0% | $4,762+2.7% |
| Participant deferral / active EE | $0 | $6,368-100.0% | $5,524-100.0% | $5,850-100.0% |
| Admin fee / account holder | $3,674 | $10,703-65.7% | $8,592-57.2% | $11,596-68.3% |