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 6-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 | $74,883 | $100,923-25.8% | $150,045-50.1% | $74,304+0.8% |
| Participation rate | 57.8% | 70.1%-12.2pp | 82.3%-24.5pp | 60.3%-2.5pp |
| Annual return | 2.41% | 51.77%-49.4pp | 62.55%-60.1pp | 29.43%-27.0pp |
| Employer contribution / active EE | $14,334 | $3,463+313.9% | $4,693+205.4% | $2,241+539.6% |
| Participant deferral / active EE | $1,085 | $6,709-83.8% | $7,997-86.4% | $3,767-71.2% |
| Admin fee / account holder | $12,795 | $2,767+362.5% | $13,435-4.8% | $2,969+331.0% |