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 | $23,073 | $96,635-76.1% | $86,612-73.4% | $139,434-83.5% |
| Participation rate | 52.9% | 74.4%-21.5pp | 71.7%-18.8pp | 80.3%-27.4pp |
| Annual return | 2.84% | 106.41%-103.6pp | 591.07%-588.2pp | 372.94%-370.1pp |
| Employer contribution / active EE | $1,172 | $3,263-64.1% | $3,022-61.2% | $4,751-75.3% |
| Participant deferral / active EE | $172 | $4,836-96.4% | $4,438-96.1% | $6,710-97.4% |
| Admin fee / account holder | $7,139 | $6,408+11.4% | $5,614+27.2% | $11,403-37.4% |