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 | $73,787-15.0% | $98,716-36.4% | $82,448-23.9% |
| Participation rate | 5.9% | 61.4%-55.5pp | 69.3%-63.4pp | 68.1%-62.2pp |
| Annual return | 11.07% | 18.57%-7.5pp | 31.81%-20.7pp | 41.64%-30.6pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,041 | $3,081-66.2% | $4,048-74.3% | $4,139-74.9% |
| Admin fee / account holder | $25,652 | $6,500+294.6% | $8,703+194.8% | $7,234+254.6% |