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 | $1,373 | $29,319-95.3% | $52,425-97.4% | $82,448-98.3% |
| Participation rate | 59.3% | 46.9%+12.4pp | 55.6%+3.6pp | 68.1%-8.8pp |
| Annual return | 12.13% | 535.20%-523.1pp | 302.12%-290.0pp | 41.64%-29.5pp |
| Employer contribution / active EE | $147 | $586-75.0% | $914-84.0% | $2,551-94.2% |
| Participant deferral / active EE | $148 | $1,171-87.3% | $1,790-91.7% | $4,139-96.4% |
| Admin fee / account holder | $522 | $1,962-73.4% | $2,495-79.1% | $7,234-92.8% |