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 9-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 | $14,541 | $112,729-87.1% | $98,716-85.3% | $137,256-89.4% |
| Participation rate | 42.9% | 74.2%-31.4pp | 69.3%-26.4pp | 80.0%-37.1pp |
| Annual return | 5.68% | 38.48%-32.8pp | 31.81%-26.1pp | 220.34%-214.7pp |
| Employer contribution / active EE | $638 | $2,725-76.6% | $2,279-72.0% | $4,156-84.6% |
| Participant deferral / active EE | $771 | $4,640-83.4% | $4,048-81.0% | $6,407-88.0% |
| Admin fee / account holder | $6,317 | $10,129-37.6% | $8,703-27.4% | $12,270-48.5% |