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.
Employer 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 | $58,836 | $60,022-2.0% | $88,946-33.9% | $84,808-30.6% |
| Participation rate | 19.4% | 57.8%-38.4pp | 68.8%-49.4pp | 68.3%-48.9pp |
| Annual return | 13.05% | 22.43%-9.4pp | 57.82%-44.8pp | 40.90%-27.8pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,339 | $3,114-57.0% | $4,581-70.8% | $4,212-68.2% |
| Admin fee / account holder | $10,159 | $4,811+111.2% | $8,261+23.0% | $7,344+38.3% |