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 | $58,688 | $77,503-24.3% | $100,391-41.5% | $80,856-27.4% |
| Participation rate | 48.2% | 76.9%-28.7pp | 81.5%-33.2pp | 67.6%-19.4pp |
| Annual return | 10.80% | 37.20%-26.4pp | 49.20%-38.4pp | 35.59%-24.8pp |
| Employer contribution / active EE | $852 | $2,801-69.6% | $3,942-78.4% | $2,755-69.1% |
| Participant deferral / active EE | $1,087 | $6,820-84.1% | $8,082-86.5% | $4,296-74.7% |
| Admin fee / account holder | $4,666 | $5,897-20.9% | $7,899-40.9% | $6,918-32.6% |