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 | $46,560 | $101,724-54.2% | $164,813-71.7% | $80,856-42.4% |
| Participation rate | 4.7% | 71.8%-67.2pp | 78.6%-74.0pp | 67.6%-63.0pp |
| Annual return | 7.91% | 16.72%-8.8pp | 69.93%-62.0pp | 35.59%-27.7pp |
| Employer contribution / active EE | $847 | $2,953-71.3% | $4,341-80.5% | $2,755-69.2% |
| Participant deferral / active EE | $1,584 | $4,477-64.6% | $6,031-73.7% | $4,296-63.1% |
| Admin fee / account holder | $9,530 | $8,227+15.8% | $12,690-24.9% | $6,918+37.8% |