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 | $8,526 | $49,922-82.9% | $80,569-89.4% | $75,163-88.7% |
| Participation rate | 16.2% | 55.3%-39.1pp | 67.0%-50.8pp | 67.2%-51.0pp |
| Annual return | 13.59% | 34.69%-21.1pp | 935.43%-921.8pp | 160.62%-147.0pp |
| Employer contribution / active EE | $327 | $1,698-80.8% | $2,723-88.0% | $2,670-87.8% |
| Participant deferral / active EE | $423 | $2,990-85.9% | $4,447-90.5% | $4,125-89.7% |
| Admin fee / account holder | $588 | $3,577-83.6% | $5,377-89.1% | $5,651-89.6% |