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 | $18,988 | $48,230-60.6% | $67,502-71.9% | $80,856-76.5% |
| Participation rate | 12.3% | 66.4%-54.1pp | 72.9%-60.6pp | 67.6%-55.3pp |
| Annual return | 10.06% | 18.28%-8.2pp | 3512.12%-3502.1pp | 35.59%-25.5pp |
| Employer contribution / active EE | $0 | $2,020-100.0% | $2,731-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $729 | $2,924-75.1% | $4,000-81.8% | $4,296-83.0% |
| Admin fee / account holder | $2,247 | $3,681-39.0% | $3,998-43.8% | $6,918-67.5% |