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 | $1,133 | $70,606-98.4% | $53,898-97.9% | $142,382-99.2% |
| Participation rate | 33.3% | 63.7%-30.4pp | 55.0%-21.6pp | 80.1%-46.8pp |
| Annual return | 5.73% | 619.81%-614.1pp | 528.60%-522.9pp | 217.08%-211.3pp |
| Employer contribution / active EE | $74 | $1,202-93.9% | $932-92.1% | $4,299-98.3% |
| Participant deferral / active EE | $138 | $2,364-94.2% | $1,826-92.4% | $6,507-97.9% |
| Admin fee / account holder | $2,838 | $2,852-0.5% | $2,491+13.9% | $12,624-77.5% |