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 8-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 | $41,824 | $81,460-48.7% | $103,333-59.5% | $80,856-48.3% |
| Participation rate | 56.4% | 66.8%-10.5pp | 74.5%-18.1pp | 67.6%-11.3pp |
| Annual return | 8.24% | 25.55%-17.3pp | 24.88%-16.6pp | 35.59%-27.4pp |
| Employer contribution / active EE | $7,247 | $3,105+133.4% | $3,868+87.4% | $2,755+163.1% |
| Participant deferral / active EE | $183 | $3,869-95.3% | $5,057-96.4% | $4,296-95.7% |
| Admin fee / account holder | $17,701 | $6,566+169.6% | $8,355+111.9% | $6,918+155.9% |