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 | $10,422 | $57,016-81.7% | $84,966-87.7% | $80,856-87.1% |
| Participation rate | 61.8% | 56.3%+5.4pp | 67.5%-5.7pp | 67.6%-5.8pp |
| Annual return | 9.01% | 21.66%-12.7pp | 66.38%-57.4pp | 35.59%-26.6pp |
| Employer contribution / active EE | $3,097 | $1,798+72.3% | $2,727+13.6% | $2,755+12.4% |
| Participant deferral / active EE | $0 | $3,110-100.0% | $4,519-100.0% | $4,296-100.0% |
| Admin fee / account holder | $907 | $4,980-81.8% | $6,149-85.2% | $6,918-86.9% |