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 | $27,062 | $70,669-61.7% | $169,368-84.0% | $75,163-64.0% |
| Participation rate | 18.4% | 64.8%-46.4pp | 77.1%-58.8pp | 67.2%-48.8pp |
| Annual return | 11.03% | 36.36%-25.3pp | 405.60%-394.6pp | 160.62%-149.6pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $970 | $4,311-77.5% | $6,221-84.4% | $4,125-76.5% |
| Admin fee / account holder | $5,070 | $5,402-6.1% | $9,003-43.7% | $5,651-10.3% |