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 | $21,168 | $80,717-73.8% | $154,803-86.3% | $84,808-75.0% |
| Participation rate | 9.1% | 66.8%-57.7pp | 78.1%-69.0pp | 68.3%-59.2pp |
| Annual return | 10.16% | 37.96%-27.8pp | 58.88%-48.7pp | 40.90%-30.7pp |
| Employer contribution / active EE | $373 | $2,761-86.5% | $4,305-91.3% | $2,631-85.8% |
| Participant deferral / active EE | $18 | $3,303-99.4% | $5,540-99.7% | $4,212-99.6% |
| Admin fee / account holder | $405 | $6,746-94.0% | $14,329-97.2% | $7,344-94.5% |