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 | $37,581 | $81,460-53.9% | $103,333-63.6% | $80,856-53.5% |
| Participation rate | 20.9% | 66.8%-46.0pp | 74.5%-53.6pp | 67.6%-46.8pp |
| Annual return | 10.23% | 25.55%-15.3pp | 24.88%-14.7pp | 35.59%-25.4pp |
| Employer contribution / active EE | $798 | $3,105-74.3% | $3,868-79.4% | $2,755-71.0% |
| Participant deferral / active EE | $880 | $3,869-77.3% | $5,057-82.6% | $4,296-79.5% |
| Admin fee / account holder | $6,822 | $6,566+3.9% | $8,355-18.3% | $6,918-1.4% |