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 | $40,089 | $109,881-63.5% | $150,045-73.3% | $84,808-52.7% |
| Participation rate | 43.6% | 76.1%-32.5pp | 82.3%-38.7pp | 68.3%-24.7pp |
| Annual return | 13.58% | 28.25%-14.7pp | 62.55%-49.0pp | 40.90%-27.3pp |
| Employer contribution / active EE | $1,127 | $3,561-68.4% | $4,693-76.0% | $2,631-57.2% |
| Participant deferral / active EE | $2,035 | $6,636-69.3% | $7,997-74.6% | $4,212-51.7% |
| Admin fee / account holder | $7,237 | $8,568-15.5% | $13,435-46.1% | $7,344-1.5% |