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 | $57,817 | $86,929-33.5% | $102,423-43.6% | $80,856-28.5% |
| Participation rate | 47.6% | 72.4%-24.8pp | 76.5%-28.9pp | 67.6%-20.0pp |
| Annual return | 9.45% | 18.88%-9.4pp | 29.32%-19.9pp | 35.59%-26.1pp |
| Employer contribution / active EE | $1,028 | $2,369-56.6% | $3,023-66.0% | $2,755-62.7% |
| Participant deferral / active EE | $1,829 | $4,118-55.6% | $5,053-63.8% | $4,296-57.4% |
| Admin fee / account holder | $3,205 | $8,049-60.2% | $9,451-66.1% | $6,918-53.7% |