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 | $17,060 | $132,634-87.1% | $115,768-85.3% | $137,256-87.6% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.4%-7.7pp | 80.0%-13.3pp |
| Annual return | 6.95% | 160.70%-153.7pp | 100.46%-93.5pp | 220.34%-213.4pp |
| Employer contribution / active EE | $812 | $3,360-75.8% | $2,940-72.4% | $4,156-80.5% |
| Participant deferral / active EE | $1,083 | $5,619-80.7% | $4,917-78.0% | $6,407-83.1% |
| Admin fee / account holder | $12,663 | $15,028-15.7% | $12,439+1.8% | $12,270+3.2% |