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 | $74,708 | $49,227+51.8% | $70,449+6.0% | $79,858-6.4% |
| Participation rate | 15.2% | 69.2%-54.0pp | 75.1%-59.9pp | 69.6%-54.4pp |
| Annual return | 5.84% | 30.06%-24.2pp | 109.03%-103.2pp | 31.71%-25.9pp |
| Employer contribution / active EE | $0 | $2,099-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $315 | $2,768-88.6% | $3,709-91.5% | $3,740-91.6% |
| Admin fee / account holder | $62,052 | $2,878+2056.0% | $3,845+1513.7% | $5,306+1069.4% |