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 | $40,640 | $49,922-18.6% | $80,569-49.6% | $75,163-45.9% |
| Participation rate | 32.4% | 55.3%-22.9pp | 67.0%-34.6pp | 67.2%-34.8pp |
| Annual return | 11.80% | 34.69%-22.9pp | 935.43%-923.6pp | 160.62%-148.8pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,723-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $630 | $2,990-78.9% | $4,447-85.8% | $4,125-84.7% |
| Admin fee / account holder | $1,279 | $3,577-64.3% | $5,377-76.2% | $5,651-77.4% |