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 | $8,539 | $54,705-84.4% | $71,209-88.0% | $84,808-89.9% |
| Participation rate | 7.1% | 64.1%-56.9pp | 73.8%-66.6pp | 68.3%-61.2pp |
| Annual return | 8.19% | 35.90%-27.7pp | 282.51%-274.3pp | 40.90%-32.7pp |
| Employer contribution / active EE | $291 | $2,158-86.5% | $2,721-89.3% | $2,631-88.9% |
| Participant deferral / active EE | $321 | $3,030-89.4% | $4,175-92.3% | $4,212-92.4% |
| Admin fee / account holder | $10,307 | $4,863+111.9% | $5,349+92.7% | $7,344+40.3% |