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 | $76,908 | $72,492+6.1% | $87,100-11.7% | $72,985+5.4% |
| Participation rate | 14.3% | 72.8%-58.5pp | 76.9%-62.6pp | 69.5%-55.2pp |
| Annual return | 6.34% | 24.46%-18.1pp | 28.19%-21.9pp | 81.00%-74.7pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $30 | $3,270-99.1% | $4,049-99.3% | $3,607-99.2% |
| Admin fee / account holder | $4,550 | $5,055-10.0% | $7,497-39.3% | $5,124-11.2% |