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 | $37,229 | $109,881-66.1% | $150,045-75.2% | $84,808-56.1% |
| Participation rate | 44.4% | 76.1%-31.6pp | 82.3%-37.9pp | 68.3%-23.9pp |
| Annual return | 12.36% | 28.25%-15.9pp | 62.55%-50.2pp | 40.90%-28.5pp |
| Employer contribution / active EE | $772 | $3,561-78.3% | $4,693-83.6% | $2,631-70.7% |
| Participant deferral / active EE | $2,472 | $6,636-62.7% | $7,997-69.1% | $4,212-41.3% |
| Admin fee / account holder | $13,576 | $8,568+58.4% | $13,435+1.0% | $7,344+84.9% |