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 7-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 | $25,602 | $56,053-54.3% | $75,972-66.3% | $80,856-68.3% |
| Participation rate | 30.4% | 62.0%-31.6pp | 69.1%-38.6pp | 67.6%-37.2pp |
| Annual return | 5.55% | 20.53%-15.0pp | 359.55%-354.0pp | 35.59%-30.0pp |
| Employer contribution / active EE | $1,515 | $1,874-19.2% | $2,685-43.6% | $2,755-45.0% |
| Participant deferral / active EE | $852 | $3,052-72.1% | $4,255-80.0% | $4,296-80.2% |
| Admin fee / account holder | $8,045 | $5,234+53.7% | $6,467+24.4% | $6,918+16.3% |