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 | $17,616 | $76,407-76.9% | $150,298-88.3% | $82,448-78.6% |
| Participation rate | 1.9% | 66.4%-64.5pp | 77.8%-75.9pp | 68.1%-66.2pp |
| Annual return | 7.48% | 39.99%-32.5pp | 62.79%-55.3pp | 41.64%-34.2pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $723 | $3,214-77.5% | $5,453-86.7% | $4,139-82.5% |
| Admin fee / account holder | $23,128 | $6,352+264.1% | $14,116+63.8% | $7,234+219.7% |