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 | $19,145 | $117,983-83.8% | $101,794-81.2% | $142,382-86.6% |
| Participation rate | 31.8% | 74.2%-42.4pp | 69.2%-37.4pp | 80.1%-48.3pp |
| Annual return | 9.35% | 36.92%-27.6pp | 30.53%-21.2pp | 217.08%-207.7pp |
| Employer contribution / active EE | $691 | $2,773-75.1% | $2,289-69.8% | $4,299-83.9% |
| Participant deferral / active EE | $973 | $4,714-79.4% | $4,084-76.2% | $6,507-85.0% |
| Admin fee / account holder | $605 | $10,433-94.2% | $8,777-93.1% | $12,624-95.2% |