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 | $31,811 | $102,382-68.9% | $147,005-78.4% | $80,874-60.7% |
| Participation rate | 39.3% | 75.8%-36.6pp | 82.2%-42.9pp | 67.6%-28.4pp |
| Annual return | 9.85% | 134.89%-125.0pp | 418.76%-408.9pp | 35.62%-25.8pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,187 | $6,646-82.1% | $8,070-85.3% | $4,297-72.4% |
| Admin fee / account holder | $4,063 | $7,942-48.8% | $13,006-68.8% | $6,935-41.4% |