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 | $84,500 | $86,286-2.1% | $111,297-24.1% | $85,850-1.6% |
| Participation rate | 10.9% | 73.3%-62.4pp | 77.3%-66.4pp | 69.3%-58.4pp |
| Annual return | 5.41% | 19.99%-14.6pp | 54.65%-49.2pp | 318.53%-313.1pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $23 | $3,641-99.4% | $4,487-99.5% | $3,952-99.4% |
| Admin fee / account holder | $10,372 | $8,188+26.7% | $7,964+30.2% | $6,260+65.7% |