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 | $17,474 | $64,517-72.9% | $81,438-78.5% | $80,874-78.4% |
| Participation rate | 20.0% | 63.9%-43.9pp | 69.5%-49.5pp | 67.6%-47.6pp |
| Annual return | 6.51% | 16.35%-9.8pp | 24.74%-18.2pp | 35.62%-29.1pp |
| Employer contribution / active EE | $0 | $1,982-100.0% | $2,460-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $238 | $3,096-92.3% | $3,883-93.9% | $4,297-94.5% |
| Admin fee / account holder | $6,943 | $5,677+22.3% | $5,764+20.5% | $6,935+0.1% |