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 8-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 | $26,084 | $20,316+28.4% | $66,042-60.5% | $74,304-64.9% |
| Participation rate | 53.2% | 62.8%-9.5pp | 67.5%-14.3pp | 60.3%-7.1pp |
| Annual return | 10.32% | 28.10%-17.8pp | 52.11%-41.8pp | 29.43%-19.1pp |
| Employer contribution / active EE | $1,254 | $745+68.4% | $1,579-20.6% | $2,241-44.0% |
| Participant deferral / active EE | $0 | $1,615-100.0% | $2,835-100.0% | $3,767-100.0% |
| Admin fee / account holder | $2,459 | $1,668+47.4% | $5,747-57.2% | $2,969-17.2% |