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 | $54,850 | $77,314-29.1% | $177,989-69.2% | $80,856-32.2% |
| Participation rate | 35.6% | 65.7%-30.1pp | 77.1%-41.5pp | 67.6%-32.0pp |
| Annual return | 7.46% | 18.09%-10.6pp | 294.48%-287.0pp | 35.59%-28.1pp |
| Employer contribution / active EE | $640 | $2,292-72.1% | $3,949-83.8% | $2,755-76.8% |
| Participant deferral / active EE | $1,332 | $4,411-69.8% | $6,276-78.8% | $4,296-69.0% |
| Admin fee / account holder | $27,079 | $7,191+276.6% | $10,363+161.3% | $6,918+291.4% |