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 6-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 | $13,249 | $30,588-56.7% | $53,898-75.4% | $85,563-84.5% |
| Participation rate | 4.8% | 26.3%-21.5pp | 55.0%-50.1pp | 66.0%-61.1pp |
| Annual return | 12.42% | 50.42%-38.0pp | 528.60%-516.2pp | 31.51%-19.1pp |
| Employer contribution / active EE | $0 | $436-100.0% | $932-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $131 | $848-84.5% | $1,826-92.8% | $4,375-97.0% |
| Admin fee / account holder | $1,075 | $1,879-42.8% | $2,491-56.8% | $834+28.9% |