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 3-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 | $34,714 | $56,277-38.3% | $80,975-57.1% | $62,891-44.8% |
| Participation rate | 34.3% | 69.0%-34.7pp | 75.8%-41.5pp | 69.3%-35.0pp |
| Annual return | 4.84% | 22.12%-17.3pp | 17.10%-12.3pp | 20.14%-15.3pp |
| Employer contribution / active EE | $1,036 | $1,943-46.7% | $3,714-72.1% | $2,281-54.6% |
| Participant deferral / active EE | $1,414 | $4,195-66.3% | $5,696-75.2% | $3,203-55.9% |
| Admin fee / account holder | $3,112 | $3,741-16.8% | $5,516-43.6% | $4,296-27.6% |