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 6-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 | $51,221 | $95,266-46.2% | $82,389-37.8% | $142,382-64.0% |
| Participation rate | 35.0% | 74.5%-39.5pp | 69.5%-34.5pp | 80.1%-45.1pp |
| Annual return | 6.46% | 25.74%-19.3pp | 28.67%-22.2pp | 217.08%-210.6pp |
| Employer contribution / active EE | $717 | $2,991-76.0% | $2,517-71.5% | $4,299-83.3% |
| Participant deferral / active EE | $945 | $4,809-80.3% | $4,155-77.2% | $6,507-85.5% |
| Admin fee / account holder | $550 | $8,563-93.6% | $7,231-92.4% | $12,624-95.6% |