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 | $10,021 | $57,057-82.4% | $85,009-88.2% | $80,874-87.6% |
| Participation rate | 25.0% | 56.4%-31.4pp | 67.5%-42.5pp | 67.6%-42.6pp |
| Annual return | 8.95% | 21.66%-12.7pp | 66.47%-57.5pp | 35.62%-26.7pp |
| Employer contribution / active EE | $484 | $1,799-73.1% | $2,728-82.3% | $2,756-82.4% |
| Participant deferral / active EE | $662 | $3,112-78.7% | $4,522-85.4% | $4,297-84.6% |
| Admin fee / account holder | $8,357 | $4,986+67.6% | $6,153+35.8% | $6,935+20.5% |