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 5-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 | $24,220 | $114,381-78.8% | $107,525-77.5% | $142,382-83.0% |
| Participation rate | 38.1% | 78.1%-40.0pp | 75.1%-37.0pp | 80.1%-42.0pp |
| Annual return | 8.89% | 242.71%-233.8pp | 181.32%-172.4pp | 217.08%-208.2pp |
| Employer contribution / active EE | $971 | $4,015-75.8% | $3,754-74.1% | $4,299-77.4% |
| Participant deferral / active EE | $1,158 | $5,564-79.2% | $5,116-77.4% | $6,507-82.2% |
| Admin fee / account holder | $25,048 | $9,860+154.0% | $8,919+180.8% | $12,624+98.4% |