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 | $29,038 | $91,407-68.2% | $135,903-78.6% | $71,457-59.4% |
| Participation rate | 24.5% | 75.7%-51.2pp | 81.9%-57.4pp | 67.9%-43.5pp |
| Annual return | 14.14% | 29.90%-15.8pp | 68.23%-54.1pp | 28.85%-14.7pp |
| Employer contribution / active EE | $0 | $3,703-100.0% | $4,856-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $681 | $7,092-90.4% | $7,758-91.2% | $4,289-84.1% |
| Admin fee / account holder | $3,991 | $1,266+215.3% | $10,762-62.9% | $1,587+151.4% |