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 5-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 | $11,708 | $99,918-88.3% | $81,382-85.6% | $145,922-92.0% |
| Participation rate | 20.0% | 74.2%-54.2pp | 69.5%-49.5pp | 80.3%-60.3pp |
| Annual return | 5.64% | 34.32%-28.7pp | 24.73%-19.1pp | 561.29%-555.6pp |
| Employer contribution / active EE | $532 | $2,978-82.1% | $2,463-78.4% | $4,660-88.6% |
| Participant deferral / active EE | $578 | $4,605-87.4% | $3,883-85.1% | $6,688-91.4% |
| Admin fee / account holder | $12,234 | $8,212+49.0% | $5,768+112.1% | $13,397-8.7% |