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 | $6,327 | $109,982-94.2% | $97,226-93.5% | $145,922-95.7% |
| Participation rate | 23.5% | 75.9%-52.4pp | 72.7%-49.2pp | 80.3%-56.7pp |
| Annual return | 6.13% | 242.90%-236.8pp | 75.13%-69.0pp | 561.29%-555.2pp |
| Employer contribution / active EE | $352 | $3,084-88.6% | $2,729-87.1% | $4,660-92.4% |
| Participant deferral / active EE | $489 | $4,676-89.5% | $4,264-88.5% | $6,688-92.7% |
| Admin fee / account holder | $10,432 | $6,221+67.7% | $5,654+84.5% | $13,397-22.1% |