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 | $32,469 | $86,929-62.6% | $102,423-68.3% | $80,856-59.8% |
| Participation rate | 42.3% | 72.4%-30.1pp | 76.5%-34.2pp | 67.6%-25.3pp |
| Annual return | 3.38% | 18.88%-15.5pp | 29.32%-25.9pp | 35.59%-32.2pp |
| Employer contribution / active EE | $1,041 | $2,369-56.1% | $3,023-65.6% | $2,755-62.2% |
| Participant deferral / active EE | $1,637 | $4,118-60.2% | $5,053-67.6% | $4,296-61.9% |
| Admin fee / account holder | $3,653 | $8,049-54.6% | $9,451-61.3% | $6,918-47.2% |