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 6-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 | $2,979 | $74,888-96.0% | $71,209-95.8% | $142,382-97.9% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.1%-13.5pp |
| Annual return | 8.58% | 345.14%-336.6pp | 282.51%-273.9pp | 217.08%-208.5pp |
| Employer contribution / active EE | $697 | $2,854-75.6% | $2,721-74.4% | $4,299-83.8% |
| Participant deferral / active EE | $82 | $4,454-98.2% | $4,175-98.0% | $6,507-98.7% |
| Admin fee / account holder | $3,668 | $5,568-34.1% | $5,349-31.4% | $12,624-70.9% |