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 8-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 | $39,306 | $76,670-48.7% | $96,683-59.3% | $71,457-45.0% |
| Participation rate | 20.3% | 66.6%-46.3pp | 74.3%-54.1pp | 67.9%-47.7pp |
| Annual return | 13.20% | 48.29%-35.1pp | 35.69%-22.5pp | 28.85%-15.6pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $3,737-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,517 | $3,771-59.8% | $4,878-68.9% | $4,289-64.6% |
| Admin fee / account holder | $3,889 | $2,028+91.7% | $6,730-42.2% | $1,587+145.0% |