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 | $59,039 | $86,944-32.1% | $107,525-45.1% | $74,304-20.5% |
| Participation rate | 17.0% | 59.6%-42.6pp | 75.1%-58.1pp | 60.3%-43.4pp |
| Annual return | 11.33% | 23.52%-12.2pp | 181.32%-170.0pp | 29.43%-18.1pp |
| Employer contribution / active EE | $0 | $2,757-100.0% | $3,754-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $575 | $3,554-83.8% | $5,116-88.8% | $3,767-84.7% |
| Admin fee / account holder | $9,149 | $3,727+145.5% | $8,919+2.6% | $2,969+208.2% |