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 | $36,047 | $48,750-26.1% | $88,946-59.5% | $74,304-51.5% |
| Participation rate | 56.3% | 44.5%+11.8pp | 68.8%-12.5pp | 60.3%-4.0pp |
| Annual return | 9.61% | 25.91%-16.3pp | 57.82%-48.2pp | 29.43%-19.8pp |
| Employer contribution / active EE | $1,819 | $1,255+45.0% | $2,555-28.8% | $2,241-18.8% |
| Participant deferral / active EE | $178 | $2,423-92.6% | $4,581-96.1% | $3,767-95.3% |
| Admin fee / account holder | $2,404 | $3,756-36.0% | $8,261-70.9% | $2,969-19.0% |