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 | $11,323 | $80,717-86.0% | $154,803-92.7% | $84,808-86.6% |
| Participation rate | 19.8% | 66.8%-47.0pp | 78.1%-58.3pp | 68.3%-48.5pp |
| Annual return | 10.32% | 37.96%-27.6pp | 58.88%-48.6pp | 40.90%-30.6pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $569 | $3,303-82.8% | $5,540-89.7% | $4,212-86.5% |
| Admin fee / account holder | $4,109 | $6,746-39.1% | $14,329-71.3% | $7,344-44.1% |