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 6-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 | $91,125 | $86,929+4.8% | $102,423-11.0% | $80,856+12.7% |
| Participation rate | 34.3% | 72.4%-38.1pp | 76.5%-42.2pp | 67.6%-33.4pp |
| Annual return | 9.04% | 18.88%-9.8pp | 29.32%-20.3pp | 35.59%-26.6pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,218 | $4,118-70.4% | $5,053-75.9% | $4,296-71.7% |
| Admin fee / account holder | $6,197 | $8,049-23.0% | $9,451-34.4% | $6,918-10.4% |