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 10-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 | $32,890 | $59,097-44.3% | $82,389-60.1% | $74,304-55.7% |
| Participation rate | 33.3% | 52.8%-19.4pp | 69.5%-36.2pp | 60.3%-27.0pp |
| Annual return | 12.08% | 22.85%-10.8pp | 28.67%-16.6pp | 29.43%-17.4pp |
| Employer contribution / active EE | $0 | $1,601-100.0% | $2,517-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $798 | $2,775-71.3% | $4,155-80.8% | $3,767-78.8% |
| Admin fee / account holder | $7,664 | $4,489+70.7% | $7,231+6.0% | $2,969+158.1% |