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 | $35,290 | $60,349-41.5% | $74,183-52.4% | $62,891-43.9% |
| Participation rate | 26.2% | 72.7%-46.5pp | 76.6%-50.4pp | 69.3%-43.1pp |
| Annual return | 4.52% | 21.37%-16.8pp | 17.74%-13.2pp | 20.14%-15.6pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $497 | $2,856-82.6% | $3,550-86.0% | $3,203-84.5% |
| Admin fee / account holder | $5,444 | $4,261+27.8% | $5,586-2.5% | $4,296+26.7% |