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 | $56,060-54.3% | $76,002-66.3% | $80,874-68.3% |
| Participation rate | 30.4% | 62.0%-31.6pp | 69.1%-38.6pp | 67.6%-37.2pp |
| Annual return | 5.55% | 20.54%-15.0pp | 360.07%-354.5pp | 35.62%-30.1pp |
| Employer contribution / active EE | $1,515 | $1,873-19.2% | $2,688-43.7% | $2,756-45.0% |
| Participant deferral / active EE | $852 | $3,051-72.1% | $4,257-80.0% | $4,297-80.2% |
| Admin fee / account holder | $8,045 | $5,237+53.6% | $6,414+25.4% | $6,935+16.0% |