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 | $32,985 | $65,365-49.5% | $92,893-64.5% | $72,985-54.8% |
| Participation rate | 52.0% | 68.3%-16.3pp | 76.0%-24.0pp | 69.5%-17.5pp |
| Annual return | 13.88% | 42.10%-28.2pp | 109.41%-95.5pp | 81.00%-67.1pp |
| Employer contribution / active EE | $661 | $2,594-74.5% | $3,653-81.9% | $2,440-72.9% |
| Participant deferral / active EE | $1,232 | $3,128-60.6% | $4,236-70.9% | $3,607-65.8% |
| Admin fee / account holder | $6,509 | $4,251+53.1% | $5,794+12.3% | $5,124+27.0% |