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 | $31,618 | $77,314-59.1% | $177,989-82.2% | $80,856-60.9% |
| Participation rate | 17.6% | 65.7%-48.1pp | 77.1%-59.4pp | 67.6%-50.0pp |
| Annual return | 9.72% | 18.09%-8.4pp | 294.48%-284.8pp | 35.59%-25.9pp |
| Employer contribution / active EE | $0 | $2,292-100.0% | $3,949-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $874 | $4,411-80.2% | $6,276-86.1% | $4,296-79.7% |
| Admin fee / account holder | $1,128 | $7,191-84.3% | $10,363-89.1% | $6,918-83.7% |