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 | $60,016 | $93,571-35.9% | $135,903-55.8% | $75,163-20.2% |
| Participation rate | 53.6% | 75.2%-21.6pp | 81.9%-28.3pp | 67.2%-13.6pp |
| Annual return | 6.49% | 30.90%-24.4pp | 68.23%-61.7pp | 160.62%-154.1pp |
| Employer contribution / active EE | $874 | $3,537-75.3% | $4,856-82.0% | $2,670-67.3% |
| Participant deferral / active EE | $2,430 | $6,404-62.1% | $7,758-68.7% | $4,125-41.1% |
| Admin fee / account holder | $78,341 | $6,975+1023.1% | $10,762+627.9% | $5,651+1286.3% |