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 8-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 | $29,174 | $60,349-51.7% | $74,183-60.7% | $62,891-53.6% |
| Participation rate | 34.6% | 72.7%-38.1pp | 76.6%-42.0pp | 69.3%-34.7pp |
| Annual return | -8.09% | 21.37%-29.5pp | 17.74%-25.8pp | 20.14%-28.2pp |
| Employer contribution / active EE | $598 | $1,680-64.4% | $2,370-74.8% | $2,281-73.8% |
| Participant deferral / active EE | $1,045 | $2,856-63.4% | $3,550-70.6% | $3,203-67.4% |
| Admin fee / account holder | $1,851 | $4,261-56.6% | $5,586-66.9% | $4,296-56.9% |