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 5-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 | $16,358 | $61,774-73.5% | $97,226-83.2% | $80,856-79.8% |
| Participation rate | 36.1% | 63.5%-27.4pp | 72.7%-36.6pp | 67.6%-31.5pp |
| Annual return | 8.96% | -557.90%+566.9pp | 75.13%-66.2pp | 35.59%-26.6pp |
| Employer contribution / active EE | $458 | $1,837-75.1% | $2,729-83.2% | $2,755-83.4% |
| Participant deferral / active EE | $755 | $3,029-75.1% | $4,264-82.3% | $4,296-82.4% |
| Admin fee / account holder | $862 | $5,166-83.3% | $5,654-84.8% | $6,918-87.5% |