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 | $30,400-64.8% | $53,898-80.2% | $84,808-87.4% |
| Participation rate | 4.2% | 46.4%-42.3pp | 55.0%-50.8pp | 68.3%-64.1pp |
| Annual return | 13.60% | 500.19%-486.6pp | 528.60%-515.0pp | 40.90%-27.3pp |
| Employer contribution / active EE | $93 | $603-84.5% | $932-90.0% | $2,631-96.5% |
| Participant deferral / active EE | $125 | $1,199-89.6% | $1,826-93.2% | $4,212-97.0% |
| Admin fee / account holder | $2,097 | $1,993+5.2% | $2,491-15.8% | $7,344-71.4% |