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 | $50,432 | $86,929-42.0% | $102,423-50.8% | $80,856-37.6% |
| Participation rate | 38.4% | 72.4%-34.0pp | 76.5%-38.1pp | 67.6%-29.3pp |
| Annual return | -1.13% | 18.88%-20.0pp | 29.32%-30.4pp | 35.59%-36.7pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $434 | $4,118-89.5% | $5,053-91.4% | $4,296-89.9% |
| Admin fee / account holder | $392 | $8,049-95.1% | $9,451-95.9% | $6,918-94.3% |