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 | $48,227 | $93,571-48.5% | $135,903-64.5% | $75,163-35.8% |
| Participation rate | 50.0% | 75.2%-25.2pp | 81.9%-31.9pp | 67.2%-17.2pp |
| Annual return | 10.51% | 30.90%-20.4pp | 68.23%-57.7pp | 160.62%-150.1pp |
| Employer contribution / active EE | $1,023 | $3,537-71.1% | $4,856-78.9% | $2,670-61.7% |
| Participant deferral / active EE | $1,923 | $6,404-70.0% | $7,758-75.2% | $4,125-53.4% |
| Admin fee / account holder | $4,910 | $6,975-29.6% | $10,762-54.4% | $5,651-13.1% |