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 | $43,863 | $65,395-32.9% | $182,532-76.0% | $72,985-39.9% |
| Participation rate | 16.2% | 65.4%-49.2pp | 78.0%-61.8pp | 69.5%-53.3pp |
| Annual return | 16.79% | 27.68%-10.9pp | 148.54%-131.7pp | 81.00%-64.2pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $573 | $3,563-83.9% | $5,524-89.6% | $3,607-84.1% |
| Admin fee / account holder | $1,668 | $4,245-60.7% | $8,592-80.6% | $5,124-67.4% |