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 | $30,908 | $101,724-69.6% | $164,813-81.2% | $80,856-61.8% |
| Participation rate | 14.0% | 71.8%-57.8pp | 78.6%-64.6pp | 67.6%-53.6pp |
| Annual return | 10.47% | 16.72%-6.2pp | 69.93%-59.5pp | 35.59%-25.1pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,341-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $657 | $4,477-85.3% | $6,031-89.1% | $4,296-84.7% |
| Admin fee / account holder | $6,798 | $8,227-17.4% | $12,690-46.4% | $6,918-1.7% |