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 | $30,321 | $65,041-53.4% | $90,951-66.7% | $79,858-62.0% |
| Participation rate | 23.0% | 61.6%-38.6pp | 69.0%-46.0pp | 69.6%-46.7pp |
| Annual return | 9.59% | 30.45%-20.9pp | 134.60%-125.0pp | 31.71%-22.1pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $424 | $2,512-83.1% | $3,373-87.4% | $3,740-88.7% |
| Admin fee / account holder | $1,717 | $4,536-62.2% | $5,959-71.2% | $5,306-67.6% |