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 | $12,791 | $29,660-56.9% | $56,411-77.3% | $80,856-84.2% |
| Participation rate | 10.0% | 41.6%-31.6pp | 52.5%-42.5pp | 67.6%-57.6pp |
| Annual return | 8.66% | 35.23%-26.6pp | 1701.33%-1692.7pp | 35.59%-26.9pp |
| Employer contribution / active EE | $146 | $669-78.2% | $1,039-85.9% | $2,755-94.7% |
| Participant deferral / active EE | $204 | $1,226-83.3% | $1,952-89.5% | $4,296-95.2% |
| Admin fee / account holder | $429 | $2,428-82.3% | $2,829-84.8% | $6,918-93.8% |