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 | $35,764 | $77,314-53.7% | $177,989-79.9% | $80,856-55.8% |
| Participation rate | 69.7% | 65.7%+4.0pp | 77.1%-7.4pp | 67.6%+2.1pp |
| Annual return | 6.13% | 18.09%-12.0pp | 294.48%-288.4pp | 35.59%-29.5pp |
| Employer contribution / active EE | $848 | $2,292-63.0% | $3,949-78.5% | $2,755-69.2% |
| Participant deferral / active EE | $1,361 | $4,411-69.2% | $6,276-78.3% | $4,296-68.3% |
| Admin fee / account holder | $3,231 | $7,191-55.1% | $10,363-68.8% | $6,918-53.3% |