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 5-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 | $26,061 | $56,053-53.5% | $75,972-65.7% | $80,856-67.8% |
| Participation rate | 32.1% | 62.0%-29.9pp | 69.1%-36.9pp | 67.6%-35.5pp |
| Annual return | 9.19% | 20.53%-11.3pp | 359.55%-350.4pp | 35.59%-26.4pp |
| Employer contribution / active EE | $594 | $1,874-68.3% | $2,685-77.9% | $2,755-78.4% |
| Participant deferral / active EE | $225 | $3,052-92.6% | $4,255-94.7% | $4,296-94.8% |
| Admin fee / account holder | $4,367 | $5,234-16.5% | $6,467-32.5% | $6,918-36.9% |