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 7-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 | $13,725 | $48,795-71.9% | $65,493-79.0% | $84,808-83.8% |
| Participation rate | 5.7% | 67.0%-61.3pp | 73.1%-67.4pp | 68.3%-62.6pp |
| Annual return | 11.22% | 20.20%-9.0pp | 982.45%-971.2pp | 40.90%-29.7pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $178 | $2,928-93.9% | $3,961-95.5% | $4,212-95.8% |
| Admin fee / account holder | $307 | $3,877-92.1% | $5,028-93.9% | $7,344-95.8% |