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 | $12,878 | $111,754-88.5% | $103,333-87.5% | $145,922-91.2% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 6.49% | 24.77%-18.3pp | 24.88%-18.4pp | 561.29%-554.8pp |
| Employer contribution / active EE | $873 | $4,212-79.3% | $3,868-77.4% | $4,660-81.3% |
| Participant deferral / active EE | $681 | $5,619-87.9% | $5,057-86.5% | $6,688-89.8% |
| Admin fee / account holder | $5,650 | $9,750-42.1% | $8,355-32.4% | $13,397-57.8% |