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 | $23,488 | $81,248-71.1% | $155,509-84.9% | $80,856-71.0% |
| Participation rate | 26.8% | 66.2%-39.4pp | 78.2%-51.4pp | 67.6%-40.9pp |
| Annual return | 8.09% | 33.31%-25.2pp | 64.67%-56.6pp | 35.59%-27.5pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $415 | $3,452-88.0% | $5,626-92.6% | $4,296-90.3% |
| Admin fee / account holder | $757 | $7,997-90.5% | $15,912-95.2% | $6,918-89.1% |