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 | $68,794 | $85,515-19.6% | $112,040-38.6% | $67,986+1.2% |
| Participation rate | 22.8% | 68.2%-45.4pp | 76.5%-53.7pp | 57.2%-34.4pp |
| Annual return | 12.40% | 29.68%-17.3pp | 24.52%-12.1pp | 31.67%-19.3pp |
| Employer contribution / active EE | $933 | $2,191-57.4% | $2,954-68.4% | $2,019-53.8% |
| Participant deferral / active EE | $1,714 | $4,014-57.3% | $5,098-66.4% | $3,358-49.0% |
| Admin fee / account holder | $12,154 | $3,774+222.1% | $12,098+0.5% | $3,203+279.4% |