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 | $34,902 | $106,749-67.3% | $145,433-76.0% | $82,448-57.7% |
| Participation rate | 38.2% | 75.6%-37.5pp | 82.1%-43.9pp | 68.1%-29.9pp |
| Annual return | 13.01% | 27.59%-14.6pp | 66.58%-53.6pp | 41.64%-28.6pp |
| Employer contribution / active EE | $702 | $3,444-79.6% | $4,554-84.6% | $2,551-72.5% |
| Participant deferral / active EE | $1,858 | $6,519-71.5% | $7,897-76.5% | $4,139-55.1% |
| Admin fee / account holder | $1,232 | $8,390-85.3% | $13,129-90.6% | $7,234-83.0% |