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 | $20,164 | $58,627-65.6% | $76,735-73.7% | $82,448-75.5% |
| Participation rate | 44.8% | 63.2%-18.4pp | 69.5%-24.7pp | 68.1%-23.2pp |
| Annual return | 11.43% | 39.10%-27.7pp | 29.77%-18.3pp | 41.64%-30.2pp |
| Employer contribution / active EE | $708 | $1,729-59.1% | $2,454-71.2% | $2,551-72.3% |
| Participant deferral / active EE | $270 | $3,134-91.4% | $4,088-93.4% | $4,139-93.5% |
| Admin fee / account holder | $3,319 | $5,323-37.6% | $7,189-53.8% | $7,234-54.1% |