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 | $19,220 | $54,705-64.9% | $71,209-73.0% | $84,808-77.3% |
| Participation rate | 39.7% | 64.1%-24.4pp | 73.8%-34.1pp | 68.3%-28.6pp |
| Annual return | 5.77% | 35.90%-30.1pp | 282.51%-276.7pp | 40.90%-35.1pp |
| Employer contribution / active EE | $280 | $2,158-87.0% | $2,721-89.7% | $2,631-89.4% |
| Participant deferral / active EE | $538 | $3,030-82.3% | $4,175-87.1% | $4,212-87.2% |
| Admin fee / account holder | $19,542 | $4,863+301.8% | $5,349+265.4% | $7,344+166.1% |