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 8-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 | $51,806 | $86,922-40.4% | $102,438-49.4% | $80,874-35.9% |
| Participation rate | 23.1% | 72.4%-49.3pp | 76.5%-53.4pp | 67.6%-44.6pp |
| Annual return | 7.89% | 18.90%-11.0pp | 29.37%-21.5pp | 35.62%-27.7pp |
| Employer contribution / active EE | $806 | $2,369-66.0% | $3,024-73.3% | $2,756-70.8% |
| Participant deferral / active EE | $1,493 | $4,119-63.8% | $5,054-70.5% | $4,297-65.3% |
| Admin fee / account holder | $1,341 | $8,050-83.3% | $9,448-85.8% | $6,935-80.7% |