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 | $37,709 | $67,894-44.5% | $89,340-57.8% | $82,448-54.3% |
| Participation rate | 6.8% | 64.0%-57.2pp | 69.6%-62.7pp | 68.1%-61.2pp |
| Annual return | 10.99% | 19.21%-8.2pp | 20.57%-9.6pp | 41.64%-30.6pp |
| Employer contribution / active EE | $0 | $1,828-100.0% | $2,231-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $233 | $3,072-92.4% | $3,823-93.9% | $4,139-94.4% |
| Admin fee / account holder | $11,082 | $5,723+93.6% | $6,704+65.3% | $7,234+53.2% |