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 | $17,836 | $45,073-60.4% | $69,455-74.3% | $72,985-75.6% |
| Participation rate | 28.1% | 68.5%-40.4pp | 74.6%-46.5pp | 69.5%-41.4pp |
| Annual return | 4.81% | 22.65%-17.8pp | 28.97%-24.2pp | 81.00%-76.2pp |
| Employer contribution / active EE | $0 | $2,054-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $367 | $2,602-85.9% | $3,535-89.6% | $3,607-89.8% |
| Admin fee / account holder | $2,716 | $3,056-11.1% | $3,839-29.3% | $5,124-47.0% |