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 | $51,221 | $87,166-41.2% | $76,735-33.2% | $137,256-62.7% |
| Participation rate | 35.0% | 74.4%-39.4pp | 69.5%-34.5pp | 80.0%-45.0pp |
| Annual return | 6.46% | 26.50%-20.0pp | 29.77%-23.3pp | 220.34%-213.9pp |
| Employer contribution / active EE | $717 | $2,904-75.3% | $2,454-70.8% | $4,156-82.8% |
| Participant deferral / active EE | $945 | $4,726-80.0% | $4,088-76.9% | $6,407-85.2% |
| Admin fee / account holder | $550 | $8,403-93.5% | $7,189-92.3% | $12,270-95.5% |