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 | $236,134 | $95,803+146.5% | $113,168+108.7% | $84,808+178.4% |
| Participation rate | 23.3% | 72.9%-49.6pp | 76.6%-53.3pp | 68.3%-45.1pp |
| Annual return | -7.01% | 25.00%-32.0pp | 24.27%-31.3pp | 40.90%-47.9pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $572 | $4,242-86.5% | $5,107-88.8% | $4,212-86.4% |
| Admin fee / account holder | $4,586 | $8,989-49.0% | $12,068-62.0% | $7,344-37.6% |