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 5-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 | $40,602 | $87,870-53.8% | $113,168-64.1% | $74,304-45.4% |
| Participation rate | 20.4% | 70.7%-50.4pp | 76.6%-56.2pp | 60.3%-40.0pp |
| Annual return | 11.08% | 26.44%-15.4pp | 24.27%-13.2pp | 29.43%-18.3pp |
| Employer contribution / active EE | $0 | $2,277-100.0% | $2,975-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,000 | $4,241-76.4% | $5,107-80.4% | $3,767-73.4% |
| Admin fee / account holder | $25,222 | $3,368+648.8% | $12,068+109.0% | $2,969+749.5% |