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 | $24,531 | $48,076-49.0% | $78,689-68.8% | $62,891-61.0% |
| Participation rate | 63.6% | 65.2%-1.6pp | 73.6%-9.9pp | 69.3%-5.7pp |
| Annual return | 3.80% | 31.35%-27.6pp | 62.18%-58.4pp | 20.14%-16.3pp |
| Employer contribution / active EE | $1,323 | $2,015-34.3% | $2,851-53.6% | $2,281-42.0% |
| Participant deferral / active EE | $0 | $2,588-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,899 | $3,207-40.8% | $4,510-57.9% | $4,296-55.8% |