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 | $20,021 | $71,050-71.8% | $93,606-78.6% | $80,856-75.2% |
| Participation rate | 28.3% | 60.4%-32.1pp | 68.7%-40.4pp | 67.6%-39.3pp |
| Annual return | 9.67% | 11.26%-1.6pp | 133.20%-123.5pp | 35.59%-25.9pp |
| Employer contribution / active EE | $541 | $1,564-65.4% | $2,420-77.6% | $2,755-80.4% |
| Participant deferral / active EE | $1,066 | $4,034-73.6% | $4,411-75.8% | $4,296-75.2% |
| Admin fee / account holder | $1,461 | $6,945-79.0% | $8,285-82.4% | $6,918-78.9% |