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 | $21,725 | $46,553-53.3% | $64,056-66.1% | $75,163-71.1% |
| Participation rate | 23.5% | 65.9%-42.4pp | 72.3%-48.8pp | 67.2%-43.7pp |
| Annual return | 10.50% | 26.03%-15.5pp | 33.69%-23.2pp | 160.62%-150.1pp |
| Employer contribution / active EE | $0 | $1,974-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $394 | $2,837-86.1% | $3,880-89.8% | $4,125-90.4% |
| Admin fee / account holder | $5,453 | $2,952+84.7% | $3,068+77.7% | $5,651-3.5% |