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 | $29,188 | $108,919-73.2% | $100,391-70.9% | $145,922-80.0% |
| Participation rate | 40.0% | 82.9%-42.9pp | 81.5%-41.5pp | 80.3%-40.3pp |
| Annual return | 6.01% | 57.88%-51.9pp | 49.20%-43.2pp | 561.29%-555.3pp |
| Employer contribution / active EE | $912 | $4,419-79.4% | $3,942-76.9% | $4,660-80.4% |
| Participant deferral / active EE | $1,937 | $8,445-77.1% | $8,082-76.0% | $6,688-71.0% |
| Admin fee / account holder | $7,260 | $9,689-25.1% | $7,899-8.1% | $13,397-45.8% |