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 | $13,407 | $30,400-55.9% | $53,898-75.1% | $84,808-84.2% |
| Participation rate | 8.0% | 46.4%-38.4pp | 55.0%-47.0pp | 68.3%-60.3pp |
| Annual return | -0.41% | 500.19%-500.6pp | 528.60%-529.0pp | 40.90%-41.3pp |
| Employer contribution / active EE | $202 | $603-66.5% | $932-78.3% | $2,631-92.3% |
| Participant deferral / active EE | $241 | $1,199-79.9% | $1,826-86.8% | $4,212-94.3% |
| Admin fee / account holder | $502 | $1,993-74.8% | $2,491-79.8% | $7,344-93.2% |