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 | $19,013 | $106,584-82.2% | $101,326-81.2% | $142,382-86.6% |
| Participation rate | 22.7% | 82.7%-60.0pp | 81.5%-58.8pp | 80.1%-57.4pp |
| Annual return | 8.06% | 36.93%-28.9pp | 36.82%-28.8pp | 217.08%-209.0pp |
| Employer contribution / active EE | $0 | $3,956-100.0% | $3,665-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $953 | $8,297-88.5% | $7,994-88.1% | $6,507-85.4% |
| Admin fee / account holder | $50,467 | $11,446+340.9% | $11,185+351.2% | $12,624+299.8% |