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 | $36,749 | $85,202-56.9% | $172,739-78.7% | $72,985-49.6% |
| Participation rate | 27.9% | 70.1%-42.2pp | 82.6%-54.7pp | 69.5%-41.6pp |
| Annual return | 8.38% | 27.32%-18.9pp | 802.84%-794.5pp | 81.00%-72.6pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $236 | $3,260-92.8% | $5,198-95.5% | $3,607-93.5% |
| Admin fee / account holder | $2,258 | $5,884-61.6% | $13,954-83.8% | $5,124-55.9% |