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 3-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 | $18,402 | $173,340-89.4% | $136,007-86.5% | $145,959-87.4% |
| Participation rate | 14.3% | 80.5%-66.2pp | 76.5%-62.2pp | 80.3%-66.0pp |
| Annual return | 2.62% | 1163.32%-1160.7pp | 579.32%-576.7pp | 561.95%-559.3pp |
| Employer contribution / active EE | $0 | $5,275-100.0% | $4,215-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $927 | $8,699-89.3% | $7,024-86.8% | $6,689-86.1% |
| Admin fee / account holder | $9,686 | $9,954-2.7% | $6,858+41.2% | $13,398-27.7% |