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 | $31,403 | $56,897-44.8% | $84,750-62.9% | $62,891-50.1% |
| Participation rate | 65.8% | 68.5%-2.7pp | 76.6%-10.8pp | 69.3%-3.5pp |
| Annual return | 4.24% | 6.30%-2.1pp | 22.78%-18.5pp | 20.14%-15.9pp |
| Employer contribution / active EE | $1,146 | $2,400-52.2% | $3,574-67.9% | $2,281-49.7% |
| Participant deferral / active EE | $1,045 | $2,709-61.4% | $3,712-71.8% | $3,203-67.4% |
| Admin fee / account holder | $2,078 | $3,581-42.0% | $5,332-61.0% | $4,296-51.6% |