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 | $45,058 | $133,958-66.4% | $112,228-59.9% | $134,475-66.5% |
| Participation rate | 57.1% | 78.6%-21.4pp | 75.1%-17.9pp | 81.2%-24.1pp |
| Annual return | -20.98% | 47.11%-68.1pp | 27.45%-48.4pp | 417.96%-438.9pp |
| Employer contribution / active EE | $11,696 | $4,038+189.6% | $3,635+221.8% | $4,740+146.8% |
| Participant deferral / active EE | $606 | $5,291-88.5% | $4,728-87.2% | $6,400-90.5% |
| Admin fee / account holder | $302 | $7,489-96.0% | $6,410-95.3% | $11,426-97.4% |