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 6-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 | $28,420 | $116,175-75.5% | $93,606-69.6% | $152,861-81.4% |
| Participation rate | 36.4% | 78.0%-41.7pp | 75.8%-39.5pp | 82.4%-46.1pp |
| Annual return | -4.11% | 35.96%-40.1pp | 32.76%-36.9pp | 345.32%-349.4pp |
| Employer contribution / active EE | $632 | $3,218-80.4% | $2,718-76.7% | $4,762-86.7% |
| Participant deferral / active EE | $746 | $4,603-83.8% | $4,069-81.7% | $5,850-87.2% |
| Admin fee / account holder | $12,543 | $10,748+16.7% | $7,888+59.0% | $11,596+8.2% |