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 | $30,529 | $78,422-61.1% | $95,952-68.2% | $79,858-61.8% |
| Participation rate | 37.7% | 73.5%-35.8pp | 77.1%-39.3pp | 69.6%-31.9pp |
| Annual return | 8.34% | 19.37%-11.0pp | 91.61%-83.3pp | 31.71%-23.4pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $781 | $3,440-77.3% | $4,167-81.3% | $3,740-79.1% |
| Admin fee / account holder | $3,047 | $5,622-45.8% | $6,795-55.2% | $5,306-42.6% |