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 4-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 | $15,624 | $95,266-83.6% | $82,389-81.0% | $142,382-89.0% |
| Participation rate | 26.1% | 74.5%-48.4pp | 69.5%-43.5pp | 80.1%-54.0pp |
| Annual return | 9.23% | 25.74%-16.5pp | 28.67%-19.4pp | 217.08%-207.8pp |
| Employer contribution / active EE | $645 | $2,991-78.4% | $2,517-74.4% | $4,299-85.0% |
| Participant deferral / active EE | $813 | $4,809-83.1% | $4,155-80.4% | $6,507-87.5% |
| Admin fee / account holder | $3,424 | $8,563-60.0% | $7,231-52.6% | $12,624-72.9% |