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 | $38,854 | $49,025-20.7% | $87,507-55.6% | $62,891-38.2% |
| Participation rate | 8.0% | 64.9%-56.9pp | 73.8%-65.8pp | 69.3%-61.3pp |
| Annual return | 2.07% | 10.02%-7.9pp | 12.21%-10.1pp | 20.14%-18.1pp |
| Employer contribution / active EE | $0 | $1,372-100.0% | $2,550-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $839 | $2,289-63.3% | $3,149-73.3% | $3,203-73.8% |
| Admin fee / account holder | $1,306 | $4,065-67.9% | $4,221-69.1% | $4,296-69.6% |