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 7-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 | $22,878 | $77,899-70.6% | $149,673-84.7% | $75,163-69.6% |
| Participation rate | 23.9% | 65.6%-41.7pp | 78.8%-54.9pp | 67.2%-43.3pp |
| Annual return | 10.99% | 31.72%-20.7pp | 134.42%-123.4pp | 160.62%-149.6pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $852 | $3,411-75.0% | $5,680-85.0% | $4,125-79.3% |
| Admin fee / account holder | $587 | $5,956-90.1% | $13,210-95.6% | $5,651-89.6% |