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.
Employer 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 | $48,164 | $99,918-51.8% | $81,382-40.8% | $145,922-67.0% |
| Participation rate | 57.1% | 74.2%-17.0pp | 69.5%-12.3pp | 80.3%-23.1pp |
| Annual return | 4.01% | 34.32%-30.3pp | 24.73%-20.7pp | 561.29%-557.3pp |
| Employer contribution / active EE | $0 | $2,978-100.0% | $2,463-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $8,018 | $4,605+74.1% | $3,883+106.5% | $6,688+19.9% |
| Admin fee / account holder | $4,207 | $8,212-48.8% | $5,768-27.1% | $13,397-68.6% |