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 | $21,194 | $48,750-56.5% | $88,946-76.2% | $74,304-71.5% |
| Participation rate | 21.8% | 44.5%-22.7pp | 68.8%-47.0pp | 60.3%-38.5pp |
| Annual return | 4.12% | 25.91%-21.8pp | 57.82%-53.7pp | 29.43%-25.3pp |
| Employer contribution / active EE | $721 | $1,255-42.5% | $2,555-71.8% | $2,241-67.8% |
| Participant deferral / active EE | $420 | $2,423-82.7% | $4,581-90.8% | $3,767-88.8% |
| Admin fee / account holder | $5,747 | $3,756+53.0% | $8,261-30.4% | $2,969+93.6% |