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 | $29,265 | $85,202-65.7% | $172,739-83.1% | $72,985-59.9% |
| Participation rate | 59.3% | 70.1%-10.8pp | 82.6%-23.4pp | 69.5%-10.2pp |
| Annual return | 8.56% | 27.32%-18.8pp | 802.84%-794.3pp | 81.00%-72.4pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $193 | $3,260-94.1% | $5,198-96.3% | $3,607-94.6% |
| Admin fee / account holder | $1,278 | $5,884-78.3% | $13,954-90.8% | $5,124-75.1% |