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 7-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 | $22,465 | $81,248-72.4% | $155,509-85.6% | $80,856-72.2% |
| Participation rate | 16.1% | 66.2%-50.1pp | 78.2%-62.1pp | 67.6%-51.5pp |
| Annual return | 7.12% | 33.31%-26.2pp | 64.67%-57.5pp | 35.59%-28.5pp |
| Employer contribution / active EE | $481 | $3,100-84.5% | $4,672-89.7% | $2,755-82.5% |
| Participant deferral / active EE | $850 | $3,452-75.4% | $5,626-84.9% | $4,296-80.2% |
| Admin fee / account holder | $8,158 | $7,997+2.0% | $15,912-48.7% | $6,918+17.9% |