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 | $6,601 | $58,208-88.7% | $81,812-91.9% | $80,856-91.8% |
| Participation rate | 17.7% | 63.4%-45.7pp | 72.3%-54.6pp | 67.6%-49.9pp |
| Annual return | 5.91% | 41.66%-35.8pp | 773.79%-767.9pp | 35.59%-29.7pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $663 | $3,281-79.8% | $4,319-84.7% | $4,296-84.6% |
| Admin fee / account holder | $2,173 | $4,981-56.4% | $7,386-70.6% | $6,918-68.6% |