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 | $51,058 | $87,870-41.9% | $113,168-54.9% | $74,304-31.3% |
| Participation rate | 41.0% | 70.7%-29.7pp | 76.6%-35.6pp | 60.3%-19.3pp |
| Annual return | 8.73% | 26.44%-17.7pp | 24.27%-15.5pp | 29.43%-20.7pp |
| Employer contribution / active EE | $905 | $2,277-60.2% | $2,975-69.6% | $2,241-59.6% |
| Participant deferral / active EE | $1,618 | $4,241-61.9% | $5,107-68.3% | $3,767-57.1% |
| Admin fee / account holder | $4,510 | $3,368+33.9% | $12,068-62.6% | $2,969+51.9% |