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 6-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 | $8,343 | $23,330-64.2% | $64,489-87.1% | $82,448-89.9% |
| Participation rate | 11.3% | 68.3%-57.0pp | 67.7%-56.4pp | 68.1%-56.8pp |
| Annual return | 7.26% | 83.66%-76.4pp | 55.03%-47.8pp | 41.64%-34.4pp |
| Employer contribution / active EE | $0 | $824-100.0% | $1,523-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $188 | $1,707-89.0% | $2,778-93.2% | $4,139-95.5% |
| Admin fee / account holder | $12,642 | $2,946+329.2% | $4,260+196.8% | $7,234+74.7% |