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 | $36,986 | $78,520-52.9% | $96,576-61.7% | $82,448-55.1% |
| Participation rate | 12.5% | 77.7%-65.2pp | 81.4%-68.9pp | 68.1%-55.6pp |
| Annual return | 10.91% | 41.30%-30.4pp | 38.47%-27.6pp | 41.64%-30.7pp |
| Employer contribution / active EE | $506 | $2,630-80.8% | $3,553-85.8% | $2,551-80.2% |
| Participant deferral / active EE | $1,718 | $6,754-74.6% | $7,956-78.4% | $4,139-58.5% |
| Admin fee / account holder | $378 | $13,455-97.2% | $11,381-96.7% | $7,234-94.8% |