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 | $20,010 | $99,877-80.0% | $84,966-76.4% | $145,922-86.3% |
| Participation rate | 23.1% | 74.1%-51.0pp | 67.5%-44.4pp | 80.3%-57.2pp |
| Annual return | 7.52% | 83.76%-76.2pp | 66.38%-58.9pp | 561.29%-553.8pp |
| Employer contribution / active EE | $562 | $3,231-82.6% | $2,727-79.4% | $4,660-87.9% |
| Participant deferral / active EE | $797 | $5,291-84.9% | $4,519-82.4% | $6,688-88.1% |
| Admin fee / account holder | $2,147 | $7,248-70.4% | $6,149-65.1% | $13,397-84.0% |