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 | $62,739 | $74,927-16.3% | $101,794-38.4% | $84,808-26.0% |
| Participation rate | 5.9% | 61.4%-55.5pp | 69.2%-63.3pp | 68.3%-62.4pp |
| Annual return | 11.07% | 18.70%-7.6pp | 30.53%-19.5pp | 40.90%-29.8pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,041 | $3,099-66.4% | $4,084-74.5% | $4,212-75.3% |
| Admin fee / account holder | $25,652 | $6,514+293.8% | $8,777+192.3% | $7,344+249.3% |