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 | $26,632 | $72,012-63.0% | $185,823-85.7% | $79,858-66.7% |
| Participation rate | 43.3% | 65.8%-22.4pp | 78.0%-34.7pp | 69.6%-26.3pp |
| Annual return | 9.36% | 23.12%-13.8pp | 35.95%-26.6pp | 31.71%-22.4pp |
| Employer contribution / active EE | $512 | $1,965-73.9% | $4,087-87.5% | $2,471-79.3% |
| Participant deferral / active EE | $1,032 | $3,779-72.7% | $5,632-81.7% | $3,740-72.4% |
| Admin fee / account holder | $20,877 | $4,513+362.6% | $9,500+119.8% | $5,306+293.4% |