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 | $69,721 | $81,446-14.4% | $103,374-32.6% | $80,874-13.8% |
| Participation rate | 10.5% | 66.9%-56.3pp | 74.5%-64.0pp | 67.6%-57.1pp |
| Annual return | 2.75% | 25.57%-22.8pp | 24.89%-22.1pp | 35.62%-32.9pp |
| Employer contribution / active EE | $0 | $3,107-100.0% | $3,869-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,117 | $3,870-71.1% | $5,058-77.9% | $4,297-74.0% |
| Admin fee / account holder | $27,871 | $6,715+315.1% | $8,394+232.0% | $6,935+301.9% |