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 | $62,967 | $74,927-16.0% | $101,794-38.1% | $84,808-25.8% |
| Participation rate | 19.4% | 61.4%-42.0pp | 69.2%-49.8pp | 68.3%-49.0pp |
| Annual return | -0.26% | 18.70%-19.0pp | 30.53%-30.8pp | 40.90%-41.2pp |
| Employer contribution / active EE | $348 | $1,522-77.1% | $2,289-84.8% | $2,631-86.8% |
| Participant deferral / active EE | $440 | $3,099-85.8% | $4,084-89.2% | $4,212-89.6% |
| Admin fee / account holder | $8,279 | $6,514+27.1% | $8,777-5.7% | $7,344+12.7% |