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 | $42,925 | $54,541-21.3% | $78,778-45.5% | $70,131-38.8% |
| Participation rate | 61.4% | 60.8%+0.6pp | 69.2%-7.8pp | 69.5%-8.1pp |
| Annual return | 11.89% | 21.07%-9.2pp | 35.62%-23.7pp | 73.14%-61.2pp |
| Employer contribution / active EE | $1,843 | $1,089+69.3% | $1,986-7.2% | $2,342-21.3% |
| Participant deferral / active EE | $851 | $2,210-61.5% | $2,958-71.2% | $3,332-74.5% |
| Admin fee / account holder | $1,176 | $3,709-68.3% | $5,134-77.1% | $4,645-74.7% |