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 7-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 | $53,867 | $87,013-38.1% | $106,213-49.3% | $80,856-33.4% |
| Participation rate | 21.5% | 70.4%-48.9pp | 75.3%-53.7pp | 67.6%-46.1pp |
| Annual return | 5.61% | 17.05%-11.4pp | 116.14%-110.5pp | 35.59%-30.0pp |
| Employer contribution / active EE | $811 | $2,395-66.1% | $3,171-74.4% | $2,755-70.6% |
| Participant deferral / active EE | $1,137 | $3,986-71.5% | $5,016-77.3% | $4,296-73.5% |
| Admin fee / account holder | $1,862 | $8,431-77.9% | $11,033-83.1% | $6,918-73.1% |