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 | $87,870-21.7% | $113,168-39.2% | $74,304-7.4% |
| Participation rate | 22.8% | 70.7%-47.9pp | 76.6%-53.8pp | 60.3%-37.5pp |
| Annual return | 12.40% | 26.44%-14.0pp | 24.27%-11.9pp | 29.43%-17.0pp |
| Employer contribution / active EE | $933 | $2,277-59.0% | $2,975-68.6% | $2,241-58.4% |
| Participant deferral / active EE | $1,714 | $4,241-59.6% | $5,107-66.4% | $3,767-54.5% |
| Admin fee / account holder | $12,154 | $3,368+260.9% | $12,068+0.7% | $2,969+309.4% |