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 | $112,340 | $86,929+29.2% | $102,423+9.7% | $80,856+38.9% |
| Participation rate | 30.0% | 72.4%-42.4pp | 76.5%-46.5pp | 67.6%-37.6pp |
| Annual return | 9.15% | 18.88%-9.7pp | 29.32%-20.2pp | 35.59%-26.4pp |
| Employer contribution / active EE | $3,013 | $2,369+27.1% | $3,023-0.4% | $2,755+9.4% |
| Participant deferral / active EE | $0 | $4,118-100.0% | $5,053-100.0% | $4,296-100.0% |
| Admin fee / account holder | $14,015 | $8,049+74.1% | $9,451+48.3% | $6,918+102.6% |