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 | $14,027 | $25,014-43.9% | $69,647-79.9% | $80,856-82.7% |
| Participation rate | 23.1% | 64.2%-41.2pp | 66.5%-43.4pp | 67.6%-44.6pp |
| Annual return | 8.16% | 19.07%-10.9pp | 100.48%-92.3pp | 35.59%-27.4pp |
| Employer contribution / active EE | $397 | $993-60.0% | $1,712-76.8% | $2,755-85.6% |
| Participant deferral / active EE | $476 | $1,839-74.1% | $2,886-83.5% | $4,296-88.9% |
| Admin fee / account holder | $6,041 | $2,488+142.8% | $4,713+28.2% | $6,918-12.7% |