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 4-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 | $14,013 | $80,717-82.6% | $154,803-90.9% | $84,808-83.5% |
| Participation rate | 18.8% | 66.8%-48.0pp | 78.1%-59.2pp | 68.3%-49.5pp |
| Annual return | 8.88% | 37.96%-29.1pp | 58.88%-50.0pp | 40.90%-32.0pp |
| Employer contribution / active EE | $550 | $2,761-80.1% | $4,305-87.2% | $2,631-79.1% |
| Participant deferral / active EE | $608 | $3,303-81.6% | $5,540-89.0% | $4,212-85.6% |
| Admin fee / account holder | $1,043 | $6,746-84.5% | $14,329-92.7% | $7,344-85.8% |