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 8-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 | $88,936 | $51,315+73.3% | $95,745-7.1% | $71,457+24.5% |
| Participation rate | 25.5% | 63.0%-37.5pp | 72.3%-46.8pp | 67.9%-42.4pp |
| Annual return | 13.06% | 25.26%-12.2pp | 28.35%-15.3pp | 28.85%-15.8pp |
| Employer contribution / active EE | $0 | $1,819-100.0% | $2,835-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $825 | $3,358-75.4% | $4,245-80.6% | $4,289-80.8% |
| Admin fee / account holder | $2,124 | $1,137+86.8% | $5,678-62.6% | $1,587+33.8% |