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 | $77,740 | $78,422-0.9% | $95,952-19.0% | $79,858-2.7% |
| Participation rate | 23.7% | 73.5%-49.8pp | 77.1%-53.4pp | 69.6%-45.9pp |
| Annual return | 7.11% | 19.37%-12.3pp | 91.61%-84.5pp | 31.71%-24.6pp |
| Employer contribution / active EE | $569 | $1,945-70.7% | $2,541-77.6% | $2,471-77.0% |
| Participant deferral / active EE | $688 | $3,440-80.0% | $4,167-83.5% | $3,740-81.6% |
| Admin fee / account holder | $2,203 | $5,622-60.8% | $6,795-67.6% | $5,306-58.5% |