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 | $115,666 | $95,803+20.7% | $113,168+2.2% | $84,808+36.4% |
| Participation rate | 39.3% | 72.9%-33.6pp | 76.6%-37.3pp | 68.3%-29.0pp |
| Annual return | 9.42% | 25.00%-15.6pp | 24.27%-14.9pp | 40.90%-31.5pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,473 | $4,242-65.3% | $5,107-71.1% | $4,212-65.0% |
| Admin fee / account holder | $21,336 | $8,989+137.4% | $12,068+76.8% | $7,344+190.5% |