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 | $21,028 | $89,698-76.6% | $103,476-79.7% | $80,856-74.0% |
| Participation rate | 63.2% | 76.0%-12.8pp | 80.5%-17.4pp | 67.6%-4.5pp |
| Annual return | 9.73% | 22.78%-13.0pp | 23.90%-14.2pp | 35.59%-25.9pp |
| Employer contribution / active EE | $1,135 | $4,018-71.7% | $4,672-75.7% | $2,755-58.8% |
| Participant deferral / active EE | $1,594 | $5,456-70.8% | $6,623-75.9% | $4,296-62.9% |
| Admin fee / account holder | $3,051 | $6,768-54.9% | $9,413-67.6% | $6,918-55.9% |