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 | $30,570 | $106,584-71.3% | $101,326-69.8% | $142,382-78.5% |
| Participation rate | 7.1% | 82.7%-75.5pp | 81.5%-74.4pp | 80.1%-73.0pp |
| Annual return | 11.26% | 36.93%-25.7pp | 36.82%-25.6pp | 217.08%-205.8pp |
| Employer contribution / active EE | $0 | $3,956-100.0% | $3,665-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,679 | $8,297-79.8% | $7,994-79.0% | $6,507-74.2% |
| Admin fee / account holder | $24,781 | $11,446+116.5% | $11,185+121.6% | $12,624+96.3% |