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 4-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 | $30,137 | $68,346-55.9% | $94,646-68.2% | $75,163-59.9% |
| Participation rate | 64.0% | 76.1%-12.1pp | 80.8%-16.8pp | 67.2%-3.2pp |
| Annual return | 13.54% | 616.93%-603.4pp | 156.71%-143.2pp | 160.62%-147.1pp |
| Employer contribution / active EE | $4,793 | $2,701+77.5% | $3,672+30.5% | $2,670+79.5% |
| Participant deferral / active EE | $2,457 | $6,537-62.4% | $7,418-66.9% | $4,125-40.4% |
| Admin fee / account holder | $1,805 | $5,326-66.1% | $7,231-75.0% | $5,651-68.1% |