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 5-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 | $56,319 | $161,352-65.1% | $134,172-58.0% | $137,256-59.0% |
| Participation rate | 54.5% | 78.3%-23.7pp | 72.5%-17.9pp | 80.0%-25.4pp |
| Annual return | 8.57% | 28.72%-20.1pp | 25.30%-16.7pp | 220.34%-211.8pp |
| Employer contribution / active EE | $816 | $4,099-80.1% | $3,420-76.1% | $4,156-80.4% |
| Participant deferral / active EE | $1,195 | $5,552-78.5% | $4,690-74.5% | $6,407-81.3% |
| Admin fee / account holder | $17,026 | $15,028+13.3% | $12,016+41.7% | $12,270+38.8% |