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 | $52,278 | $87,540-40.3% | $75,781-31.0% | $125,391-58.3% |
| Participation rate | 16.7% | 80.2%-63.5pp | 75.8%-59.2pp | 83.2%-66.5pp |
| Annual return | -11.52% | 13.48%-25.0pp | 9.68%-21.2pp | 282.22%-293.7pp |
| Employer contribution / active EE | $843 | $3,930-78.5% | $3,323-74.6% | $4,866-82.7% |
| Participant deferral / active EE | $917 | $4,229-78.3% | $3,651-74.9% | $5,352-82.9% |
| Admin fee / account holder | $507 | $6,502-92.2% | $5,299-90.4% | $9,540-94.7% |