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 | $89,753-66.1% | $107,525-71.7% | $84,808-64.1% |
| Participation rate | 28.6% | 68.1%-39.5pp | 75.1%-46.5pp | 68.3%-39.7pp |
| Annual return | 12.36% | 29.48%-17.1pp | 181.32%-169.0pp | 40.90%-28.5pp |
| Employer contribution / active EE | $963 | $3,113-69.1% | $3,754-74.3% | $2,631-63.4% |
| Participant deferral / active EE | $1,371 | $4,056-66.2% | $5,116-73.2% | $4,212-67.4% |
| Admin fee / account holder | $4,888 | $7,222-32.3% | $8,919-45.2% | $7,344-33.4% |