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 3-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 | $7,548 | $20,316-62.8% | $66,042-88.6% | $74,304-89.8% |
| Participation rate | 0.7% | 62.8%-62.1pp | 67.5%-66.8pp | 60.3%-59.7pp |
| Annual return | 13.54% | 28.10%-14.6pp | 52.11%-38.6pp | 29.43%-15.9pp |
| Employer contribution / active EE | $0 | $745-100.0% | $1,579-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $30 | $1,615-98.1% | $2,835-98.9% | $3,767-99.2% |
| Admin fee / account holder | $2,715 | $1,668+62.7% | $5,747-52.8% | $2,969-8.6% |