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 | $23,992 | $56,053-57.2% | $75,972-68.4% | $80,856-70.3% |
| Participation rate | 29.1% | 62.0%-32.9pp | 69.1%-39.9pp | 67.6%-38.5pp |
| Annual return | 9.22% | 20.53%-11.3pp | 359.55%-350.3pp | 35.59%-26.4pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,685-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $373 | $3,052-87.8% | $4,255-91.2% | $4,296-91.3% |
| Admin fee / account holder | $544 | $5,234-89.6% | $6,467-91.6% | $6,918-92.1% |