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 | $28,574 | $58,828-51.4% | $77,999-63.4% | $62,891-54.6% |
| Participation rate | 69.8% | 71.1%-1.2pp | 75.5%-5.7pp | 69.3%+0.5pp |
| Annual return | 4.25% | 17.16%-12.9pp | 425.96%-421.7pp | 20.14%-15.9pp |
| Employer contribution / active EE | $450 | $1,672-73.1% | $2,470-81.8% | $2,281-80.3% |
| Participant deferral / active EE | $1,108 | $2,686-58.7% | $3,497-68.3% | $3,203-65.4% |
| Admin fee / account holder | $3,651 | $4,393-16.9% | $5,480-33.4% | $4,296-15.0% |