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 | $5,840 | $70,756-91.7% | $65,493-91.1% | $142,382-95.9% |
| Participation rate | 42.9% | 77.4%-34.5pp | 73.1%-30.2pp | 80.1%-37.3pp |
| Annual return | 0.81% | 1754.89%-1754.1pp | 982.45%-981.6pp | 217.08%-216.3pp |
| Employer contribution / active EE | $518 | $2,881-82.0% | $2,574-79.9% | $4,299-88.0% |
| Participant deferral / active EE | $660 | $4,637-85.8% | $3,961-83.3% | $6,507-89.9% |
| Admin fee / account holder | $817 | $6,559-87.5% | $5,028-83.8% | $12,624-93.5% |