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 | $45,246 | $80,717-43.9% | $154,803-70.8% | $84,808-46.6% |
| Participation rate | 34.6% | 66.8%-32.2pp | 78.1%-43.5pp | 68.3%-33.7pp |
| Annual return | 9.97% | 37.96%-28.0pp | 58.88%-48.9pp | 40.90%-30.9pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $211 | $3,303-93.6% | $5,540-96.2% | $4,212-95.0% |
| Admin fee / account holder | $17,798 | $6,746+163.8% | $14,329+24.2% | $7,344+142.4% |