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 | $40,392 | $76,367-47.1% | $93,606-56.8% | $72,985-44.7% |
| Participation rate | 63.3% | 71.7%-8.4pp | 75.8%-12.5pp | 69.5%-6.2pp |
| Annual return | 13.15% | 25.82%-12.7pp | 32.76%-19.6pp | 81.00%-67.8pp |
| Employer contribution / active EE | $513 | $2,275-77.5% | $2,718-81.1% | $2,440-79.0% |
| Participant deferral / active EE | $1,298 | $3,538-63.3% | $4,069-68.1% | $3,607-64.0% |
| Admin fee / account holder | $23,171 | $6,838+238.9% | $7,888+193.7% | $5,124+352.2% |