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 | $33,646 | $97,044-65.3% | $83,333-59.6% | $135,375-75.1% |
| Participation rate | 22.2% | 80.4%-58.2pp | 77.8%-55.5pp | 82.6%-60.4pp |
| Annual return | -11.06% | 12.31%-23.4pp | 10.63%-21.7pp | 519.73%-530.8pp |
| Employer contribution / active EE | $599 | $4,143-85.5% | $3,379-82.3% | $4,779-87.5% |
| Participant deferral / active EE | $796 | $5,964-86.6% | $5,565-85.7% | $5,609-85.8% |
| Admin fee / account holder | $1,497 | $8,380-82.1% | $7,510-80.1% | $10,827-86.2% |