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 | $32,409 | $89,753-63.9% | $107,525-69.9% | $84,808-61.8% |
| Participation rate | 25.6% | 68.1%-42.5pp | 75.1%-49.5pp | 68.3%-42.7pp |
| Annual return | 11.65% | 29.48%-17.8pp | 181.32%-169.7pp | 40.90%-29.2pp |
| Employer contribution / active EE | $0 | $3,113-100.0% | $3,754-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,424 | $4,056-64.9% | $5,116-72.2% | $4,212-66.2% |
| Admin fee / account holder | $4,185 | $7,222-42.1% | $8,919-53.1% | $7,344-43.0% |