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 8-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 | $28,780 | $94,338-69.5% | $100,534-71.4% | $142,382-79.8% |
| Participation rate | 33.3% | 81.7%-48.4pp | 80.6%-47.3pp | 80.1%-46.8pp |
| Annual return | 11.89% | 29.20%-17.3pp | 32.66%-20.8pp | 217.08%-205.2pp |
| Employer contribution / active EE | $0 | $4,237-100.0% | $4,346-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,189 | $5,934-80.0% | $6,144-80.6% | $6,507-81.7% |
| Admin fee / account holder | $2,071 | $8,421-75.4% | $7,654-72.9% | $12,624-83.6% |