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 | $34,161 | $91,190-62.5% | $178,490-80.9% | $79,858-57.2% |
| Participation rate | 17.6% | 69.2%-51.6pp | 81.9%-64.4pp | 69.6%-52.1pp |
| Annual return | 7.55% | 24.19%-16.6pp | 151.07%-143.5pp | 31.71%-24.2pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $263 | $3,236-91.9% | $5,202-94.9% | $3,740-93.0% |
| Admin fee / account holder | $3,657 | $6,751-45.8% | $13,984-73.8% | $5,306-31.1% |