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 | $30,448 | $88,672-65.7% | $105,223-71.1% | $82,448-63.1% |
| Participation rate | 28.6% | 67.9%-39.4pp | 75.0%-46.5pp | 68.1%-39.5pp |
| Annual return | 12.36% | 30.86%-18.5pp | 180.65%-168.3pp | 41.64%-29.3pp |
| Employer contribution / active EE | $963 | $3,048-68.4% | $3,689-73.9% | $2,551-62.2% |
| Participant deferral / active EE | $1,371 | $4,036-66.0% | $5,072-73.0% | $4,139-66.9% |
| Admin fee / account holder | $4,888 | $7,146-31.6% | $8,859-44.8% | $7,234-32.4% |