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 | $10,689 | $29,319-63.5% | $52,425-79.6% | $82,448-87.0% |
| Participation rate | 4.2% | 46.9%-42.7pp | 55.6%-51.5pp | 68.1%-63.9pp |
| Annual return | 13.60% | 535.20%-521.6pp | 302.12%-288.5pp | 41.64%-28.0pp |
| Employer contribution / active EE | $93 | $586-84.1% | $914-89.8% | $2,551-96.3% |
| Participant deferral / active EE | $125 | $1,171-89.3% | $1,790-93.0% | $4,139-97.0% |
| Admin fee / account holder | $2,097 | $1,962+6.9% | $2,495-16.0% | $7,234-71.0% |