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 | $21,219 | $65,365-67.5% | $92,893-77.2% | $72,985-70.9% |
| Participation rate | 48.6% | 68.3%-19.7pp | 76.0%-27.4pp | 69.5%-20.8pp |
| Annual return | 15.87% | 42.10%-26.2pp | 109.41%-93.5pp | 81.00%-65.1pp |
| Employer contribution / active EE | $966 | $2,594-62.8% | $3,653-73.6% | $2,440-60.4% |
| Participant deferral / active EE | $1,048 | $3,128-66.5% | $4,236-75.3% | $3,607-70.9% |
| Admin fee / account holder | $727 | $4,251-82.9% | $5,794-87.4% | $5,124-85.8% |