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 9-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 | $84,983 | $79,557+6.8% | $118,746-28.4% | $70,131+21.2% |
| Participation rate | 45.7% | 71.4%-25.7pp | 78.3%-32.6pp | 69.5%-23.9pp |
| Annual return | 7.91% | 25.64%-17.7pp | 24.54%-16.6pp | 73.14%-65.2pp |
| Employer contribution / active EE | $0 | $2,861-100.0% | $4,193-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,295 | $4,089-68.3% | $5,332-75.7% | $3,332-61.1% |
| Admin fee / account holder | $14,953 | $5,374+178.2% | $10,720+39.5% | $4,645+221.9% |