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 6-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 | $10,539 | $81,233-87.0% | $155,567-93.2% | $80,874-87.0% |
| Participation rate | 12.5% | 66.2%-53.7pp | 78.2%-65.7pp | 67.6%-55.1pp |
| Annual return | 8.63% | 33.33%-24.7pp | 64.74%-56.1pp | 35.62%-27.0pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $4,674-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $485 | $3,452-85.9% | $5,628-91.4% | $4,297-88.7% |
| Admin fee / account holder | $943 | $7,998-88.2% | $15,916-94.1% | $6,935-86.4% |