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 6-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 | $26,411 | $45,035-41.4% | $62,995-58.1% | $70,131-62.3% |
| Participation rate | 17.6% | 69.5%-51.9pp | 74.8%-57.2pp | 69.5%-51.9pp |
| Annual return | 2.46% | 18.76%-16.3pp | 87.57%-85.1pp | 73.14%-70.7pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $419 | $2,465-83.0% | $3,329-87.4% | $3,332-87.4% |
| Admin fee / account holder | $2,164 | $2,834-23.7% | $3,600-39.9% | $4,645-53.4% |