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 | $48,793 | $56,277-13.3% | $80,975-39.7% | $62,891-22.4% |
| Participation rate | 45.1% | 69.0%-23.9pp | 75.8%-30.7pp | 69.3%-24.2pp |
| Annual return | -0.94% | 22.12%-23.1pp | 17.10%-18.0pp | 20.14%-21.1pp |
| Employer contribution / active EE | $446 | $1,943-77.1% | $3,714-88.0% | $2,281-80.5% |
| Participant deferral / active EE | $1,349 | $4,195-67.8% | $5,696-76.3% | $3,203-57.9% |
| Admin fee / account holder | $5,103 | $3,741+36.4% | $5,516-7.5% | $4,296+18.8% |