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 | $41,200 | $48,795-15.6% | $65,493-37.1% | $84,808-51.4% |
| Participation rate | 30.8% | 67.0%-36.2pp | 73.1%-42.3pp | 68.3%-37.5pp |
| Annual return | 10.40% | 20.20%-9.8pp | 982.45%-972.0pp | 40.90%-30.5pp |
| Employer contribution / active EE | $599 | $1,930-69.0% | $2,574-76.7% | $2,631-77.2% |
| Participant deferral / active EE | $805 | $2,928-72.5% | $3,961-79.7% | $4,212-80.9% |
| Admin fee / account holder | $644 | $3,877-83.4% | $5,028-87.2% | $7,344-91.2% |