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 | $47,980 | $64,324-25.4% | $118,925-59.7% | $79,858-39.9% |
| Participation rate | 34.9% | 64.9%-29.9pp | 75.4%-40.5pp | 69.6%-34.7pp |
| Annual return | 9.41% | 86.45%-77.0pp | 35.88%-26.5pp | 31.71%-22.3pp |
| Employer contribution / active EE | $502 | $1,836-72.6% | $3,263-84.6% | $2,471-79.7% |
| Participant deferral / active EE | $778 | $2,824-72.4% | $4,265-81.8% | $3,740-79.2% |
| Admin fee / account holder | $1,066 | $4,040-73.6% | $6,581-83.8% | $5,306-79.9% |