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 | $56,860 | $179,726-68.4% | $156,263-63.6% | $142,382-60.1% |
| Participation rate | 30.0% | 82.1%-52.1pp | 78.9%-48.9pp | 80.1%-50.1pp |
| Annual return | 7.14% | 77.86%-70.7pp | 59.47%-52.3pp | 217.08%-209.9pp |
| Employer contribution / active EE | $2,834 | $5,069-44.1% | $4,333-34.6% | $4,299-34.1% |
| Participant deferral / active EE | $355 | $6,956-94.9% | $6,158-94.2% | $6,507-94.5% |
| Admin fee / account holder | $29,553 | $17,272+71.1% | $14,255+107.3% | $12,624+134.1% |