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 | $47,225 | $76,552-38.3% | $123,892-61.9% | $62,891-24.9% |
| Participation rate | 37.5% | 73.0%-35.5pp | 81.4%-43.9pp | 69.3%-31.8pp |
| Annual return | 3.08% | 18.68%-15.6pp | 47.52%-44.4pp | 20.14%-17.1pp |
| Employer contribution / active EE | $703 | $2,883-75.6% | $4,617-84.8% | $2,281-69.2% |
| Participant deferral / active EE | $1,903 | $4,840-60.7% | $5,984-68.2% | $3,203-40.6% |
| Admin fee / account holder | $3,946 | $4,826-18.2% | $8,357-52.8% | $4,296-8.1% |