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 | $42,003 | $65,561-35.9% | $86,188-51.3% | $75,163-44.1% |
| Participation rate | 15.6% | 60.5%-44.9pp | 69.0%-53.3pp | 67.2%-51.6pp |
| Annual return | 10.63% | 46.05%-35.4pp | 1168.45%-1157.8pp | 160.62%-150.0pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,118 | $3,024-63.0% | $3,985-71.9% | $4,125-72.9% |
| Admin fee / account holder | $23,800 | $5,474+334.8% | $6,852+247.4% | $5,651+321.2% |