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 | $60,152 | $87,013-30.9% | $106,213-43.4% | $80,856-25.6% |
| Participation rate | 51.9% | 70.4%-18.6pp | 75.3%-23.4pp | 67.6%-15.8pp |
| Annual return | 7.15% | 17.05%-9.9pp | 116.14%-109.0pp | 35.59%-28.4pp |
| Employer contribution / active EE | $0 | $2,395-100.0% | $3,171-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $920 | $3,986-76.9% | $5,016-81.7% | $4,296-78.6% |
| Admin fee / account holder | $24,025 | $8,431+184.9% | $11,033+117.8% | $6,918+247.3% |