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 | $26,638 | $42,886-37.9% | $88,946-70.1% | $85,563-68.9% |
| Participation rate | 5.3% | 37.9%-32.7pp | 68.8%-63.6pp | 66.0%-60.7pp |
| Annual return | 12.96% | 44.56%-31.6pp | 57.82%-44.9pp | 31.51%-18.6pp |
| Employer contribution / active EE | $112 | $1,147-90.2% | $2,555-95.6% | $2,654-95.8% |
| Participant deferral / active EE | $234 | $2,108-88.9% | $4,581-94.9% | $4,375-94.6% |
| Admin fee / account holder | $2,407 | $2,263+6.4% | $8,261-70.9% | $834+188.6% |