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 | $43,028 | $80,968-46.9% | $96,544-55.4% | $75,163-42.8% |
| Participation rate | 35.1% | 71.8%-36.6pp | 76.0%-40.8pp | 67.2%-32.1pp |
| Annual return | 9.93% | 27.06%-17.1pp | 25.84%-15.9pp | 160.62%-150.7pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $809 | $3,928-79.4% | $4,851-83.3% | $4,125-80.4% |
| Admin fee / account holder | $906 | $6,724-86.5% | $8,252-89.0% | $5,651-84.0% |