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 9-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 | $15,965 | $37,426-57.3% | $77,482-79.4% | $79,858-80.0% |
| Participation rate | 17.6% | 41.5%-23.9pp | 54.2%-36.5pp | 69.6%-52.0pp |
| Annual return | 5.86% | 39.70%-33.8pp | 54.79%-48.9pp | 31.71%-25.9pp |
| Employer contribution / active EE | $0 | $637-100.0% | $986-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $266 | $1,260-78.9% | $1,861-85.7% | $3,740-92.9% |
| Admin fee / account holder | $437 | $2,504-82.6% | $2,858-84.7% | $5,306-91.8% |