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 | $40,089 | $106,749-62.4% | $145,433-72.4% | $82,448-51.4% |
| Participation rate | 43.6% | 75.6%-32.0pp | 82.1%-38.5pp | 68.1%-24.5pp |
| Annual return | 13.58% | 27.59%-14.0pp | 66.58%-53.0pp | 41.64%-28.1pp |
| Employer contribution / active EE | $1,127 | $3,444-67.3% | $4,554-75.3% | $2,551-55.8% |
| Participant deferral / active EE | $2,035 | $6,519-68.8% | $7,897-74.2% | $4,139-50.8% |
| Admin fee / account holder | $7,237 | $8,390-13.7% | $13,129-44.9% | $7,2340% |