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 | $29,210 | $58,512-50.1% | $84,015-65.2% | $72,985-60.0% |
| Participation rate | 35.4% | 61.2%-25.8pp | 69.0%-33.6pp | 69.5%-34.1pp |
| Annual return | 15.58% | 28.93%-13.3pp | 71.31%-55.7pp | 81.00%-65.4pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $670 | $2,394-72.0% | $3,239-79.3% | $3,607-81.4% |
| Admin fee / account holder | $2,580 | $4,569-43.5% | $6,101-57.7% | $5,124-49.7% |