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 | $51,638-83.5% | $68,368-87.5% | $82,448-89.6% |
| Participation rate | 7.1% | 63.6%-56.5pp | 73.8%-66.6pp | 68.1%-60.9pp |
| Annual return | 8.19% | 37.53%-29.3pp | 292.57%-284.4pp | 41.64%-33.5pp |
| Employer contribution / active EE | $291 | $2,047-85.8% | $2,649-89.0% | $2,551-88.6% |
| Participant deferral / active EE | $321 | $2,914-89.0% | $4,123-92.2% | $4,139-92.3% |
| Admin fee / account holder | $10,307 | $4,643+122.0% | $5,150+100.1% | $7,234+42.5% |