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 7-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 | $16,885 | $80,717-79.1% | $154,803-89.1% | $84,808-80.1% |
| Participation rate | 7.0% | 66.8%-59.8pp | 78.1%-71.1pp | 68.3%-61.3pp |
| Annual return | 11.18% | 37.96%-26.8pp | 58.88%-47.7pp | 40.90%-29.7pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $506 | $3,303-84.7% | $5,540-90.9% | $4,212-88.0% |
| Admin fee / account holder | $1,745 | $6,746-74.1% | $14,329-87.8% | $7,344-76.2% |