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 | $5,686 | $29,319-80.6% | $52,425-89.2% | $82,448-93.1% |
| Participation rate | 6.7% | 46.9%-40.2pp | 55.6%-49.0pp | 68.1%-61.4pp |
| Annual return | 8.36% | 535.20%-526.8pp | 302.12%-293.8pp | 41.64%-33.3pp |
| Employer contribution / active EE | $76 | $586-87.0% | $914-91.7% | $2,551-97.0% |
| Participant deferral / active EE | $109 | $1,171-90.7% | $1,790-93.9% | $4,139-97.4% |
| Admin fee / account holder | $453 | $1,962-76.9% | $2,495-81.8% | $7,234-93.7% |