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 7-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 | $21,023 | $71,050-70.4% | $93,606-77.5% | $80,856-74.0% |
| Participation rate | 8.3% | 60.4%-52.1pp | 68.7%-60.4pp | 67.6%-59.3pp |
| Annual return | 8.91% | 11.26%-2.3pp | 133.20%-124.3pp | 35.59%-26.7pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $363 | $4,034-91.0% | $4,411-91.8% | $4,296-91.5% |
| Admin fee / account holder | $1,255 | $6,945-81.9% | $8,285-84.9% | $6,918-81.9% |