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 | $13,419 | $57,590-76.7% | $86,233-84.4% | $82,448-83.7% |
| Participation rate | 14.1% | 57.9%-43.8pp | 69.0%-54.9pp | 68.1%-54.0pp |
| Annual return | 12.07% | 22.41%-10.3pp | 61.39%-49.3pp | 41.64%-29.6pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $583 | $3,080-81.1% | $4,559-87.2% | $4,139-85.9% |
| Admin fee / account holder | $6,714 | $4,730+41.9% | $8,342-19.5% | $7,234-7.2% |