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 4-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 | $23,423 | $80,673-71.0% | $101,326-76.9% | $84,808-72.4% |
| Participation rate | 48.4% | 77.8%-29.4pp | 81.5%-33.1pp | 68.3%-19.9pp |
| Annual return | 14.48% | 38.95%-24.5pp | 36.82%-22.3pp | 40.90%-26.4pp |
| Employer contribution / active EE | $745 | $2,698-72.4% | $3,665-79.7% | $2,631-71.7% |
| Participant deferral / active EE | $1,638 | $6,840-76.1% | $7,994-79.5% | $4,212-61.1% |
| Admin fee / account holder | $14,674 | $12,784+14.8% | $11,185+31.2% | $7,344+99.8% |