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 | $55,959 | $96,305-41.9% | $80,569-30.5% | $139,434-59.9% |
| Participation rate | 37.5% | 73.6%-36.1pp | 67.0%-29.5pp | 80.3%-42.8pp |
| Annual return | 6.86% | 1350.08%-1343.2pp | 935.43%-928.6pp | 372.94%-366.1pp |
| Employer contribution / active EE | $477 | $3,262-85.4% | $2,723-82.5% | $4,751-90.0% |
| Participant deferral / active EE | $742 | $5,232-85.8% | $4,447-83.3% | $6,710-88.9% |
| Admin fee / account holder | $373 | $6,599-94.4% | $5,377-93.1% | $11,403-96.7% |