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 | $30,187 | $45,035-33.0% | $62,995-52.1% | $70,131-57.0% |
| Participation rate | 23.3% | 69.5%-46.2pp | 74.8%-51.5pp | 69.5%-46.2pp |
| Annual return | 8.77% | 18.76%-10.0pp | 87.57%-78.8pp | 73.14%-64.4pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $574 | $2,465-76.7% | $3,329-82.8% | $3,332-82.8% |
| Admin fee / account holder | $25,660 | $2,834+805.3% | $3,600+612.8% | $4,645+452.4% |