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 | $24,292 | $55,706-56.4% | $75,886-68.0% | $72,985-66.7% |
| Participation rate | 39.4% | 61.1%-21.7pp | 69.3%-29.9pp | 69.5%-30.1pp |
| Annual return | 10.91% | 27.59%-16.7pp | 30.76%-19.8pp | 81.00%-70.1pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,500-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $373 | $2,634-85.9% | $3,603-89.7% | $3,607-89.7% |
| Admin fee / account holder | $948 | $3,978-76.2% | $5,418-82.5% | $5,124-81.5% |