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 8-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 | $13,827 | $54,558-74.7% | $76,002-81.8% | $74,546-81.5% |
| Participation rate | 16.5% | 60.3%-43.8pp | 69.1%-52.6pp | 67.2%-50.7pp |
| Annual return | 8.72% | 31.83%-23.1pp | 360.07%-351.4pp | 1366.03%-1357.3pp |
| Employer contribution / active EE | $0 | $1,778-100.0% | $2,688-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $155 | $3,065-94.9% | $4,257-96.4% | $4,347-96.4% |
| Admin fee / account holder | $2,275 | $2,232+1.9% | $6,414-64.5% | $1,944+17.1% |