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 5-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 | $18,684 | $77,899-76.0% | $149,673-87.5% | $75,163-75.1% |
| Participation rate | 30.0% | 65.6%-35.6pp | 78.8%-48.8pp | 67.2%-37.2pp |
| Annual return | 5.45% | 31.72%-26.3pp | 134.42%-129.0pp | 160.62%-155.2pp |
| Employer contribution / active EE | $536 | $3,137-82.9% | $4,818-88.9% | $2,670-79.9% |
| Participant deferral / active EE | $667 | $3,411-80.5% | $5,680-88.3% | $4,125-83.8% |
| Admin fee / account holder | $644 | $5,956-89.2% | $13,210-95.1% | $5,651-88.6% |