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 4-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 | $28,964 | $59,417-51.3% | $93,606-69.1% | $74,495-61.1% |
| Participation rate | 6.7% | 59.7%-52.9pp | 68.7%-62.0pp | 67.2%-60.5pp |
| Annual return | 9.99% | 81.83%-71.8pp | 133.20%-123.2pp | 1364.94%-1355.0pp |
| Employer contribution / active EE | $0 | $1,264-100.0% | $2,420-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $490 | $3,050-83.9% | $4,411-88.9% | $4,346-88.7% |
| Admin fee / account holder | $690 | $3,021-77.2% | $8,285-91.7% | $1,942-64.5% |