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 8-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 | $21,820 | $80,717-73.0% | $154,803-85.9% | $84,808-74.3% |
| Participation rate | 19.2% | 66.8%-47.6pp | 78.1%-58.8pp | 68.3%-49.1pp |
| Annual return | 8.51% | 37.96%-29.4pp | 58.88%-50.4pp | 40.90%-32.4pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $611 | $3,303-81.5% | $5,540-89.0% | $4,212-85.5% |
| Admin fee / account holder | $8,794 | $6,746+30.4% | $14,329-38.6% | $7,344+19.8% |