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 | $16,405 | $77,899-78.9% | $149,673-89.0% | $75,163-78.2% |
| Participation rate | 28.1% | 65.6%-37.5pp | 78.8%-50.6pp | 67.2%-39.1pp |
| Annual return | 10.04% | 31.72%-21.7pp | 134.42%-124.4pp | 160.62%-150.6pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $526 | $3,411-84.6% | $5,680-90.7% | $4,125-87.2% |
| Admin fee / account holder | $558 | $5,956-90.6% | $13,210-95.8% | $5,651-90.1% |