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 | $4,925 | $70,606-93.0% | $53,898-90.9% | $142,382-96.5% |
| Participation rate | 16.7% | 63.7%-47.0pp | 55.0%-38.3pp | 80.1%-63.5pp |
| Annual return | 5.35% | 619.81%-614.5pp | 528.60%-523.3pp | 217.08%-211.7pp |
| Employer contribution / active EE | $119 | $1,202-90.1% | $932-87.3% | $4,299-97.2% |
| Participant deferral / active EE | $148 | $2,364-93.7% | $1,826-91.9% | $6,507-97.7% |
| Admin fee / account holder | $3,630 | $2,852+27.3% | $2,491+45.7% | $12,624-71.2% |