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 | $9,804 | $57,016-82.8% | $84,966-88.5% | $80,856-87.9% |
| Participation rate | 16.0% | 56.3%-40.3pp | 67.5%-51.5pp | 67.6%-51.6pp |
| Annual return | 4.91% | 21.66%-16.7pp | 66.38%-61.5pp | 35.59%-30.7pp |
| Employer contribution / active EE | $349 | $1,798-80.6% | $2,727-87.2% | $2,755-87.3% |
| Participant deferral / active EE | $528 | $3,110-83.0% | $4,519-88.3% | $4,296-87.7% |
| Admin fee / account holder | $548 | $4,980-89.0% | $6,149-91.1% | $6,918-92.1% |