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 | $36,928 | $70,428-47.6% | $96,562-61.8% | $85,850-57.0% |
| Participation rate | 37.3% | 61.8%-24.5pp | 69.8%-32.5pp | 69.3%-32.0pp |
| Annual return | 9.27% | 18.59%-9.3pp | 37.78%-28.5pp | 318.53%-309.3pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,356-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $957 | $2,894-66.9% | $3,849-75.1% | $3,952-75.8% |
| Admin fee / account holder | $2,393 | $4,997-52.1% | $6,181-61.3% | $6,260-61.8% |