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 | $16,743 | $60,022-72.1% | $88,946-81.2% | $84,808-80.3% |
| Participation rate | 15.3% | 57.8%-42.6pp | 68.8%-53.6pp | 68.3%-53.0pp |
| Annual return | 10.91% | 22.43%-11.5pp | 57.82%-46.9pp | 40.90%-30.0pp |
| Employer contribution / active EE | $277 | $1,703-83.7% | $2,555-89.1% | $2,631-89.5% |
| Participant deferral / active EE | $536 | $3,114-82.8% | $4,581-88.3% | $4,212-87.3% |
| Admin fee / account holder | $512 | $4,811-89.3% | $8,261-93.8% | $7,344-93.0% |