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 | $32,634 | $102,317-68.1% | $146,958-77.8% | $80,856-59.6% |
| Participation rate | 43.6% | 75.8%-32.2pp | 82.2%-38.6pp | 67.6%-24.0pp |
| Annual return | 8.46% | 134.76%-126.3pp | 418.34%-409.9pp | 35.59%-27.1pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,518 | $6,644-77.2% | $8,070-81.2% | $4,296-64.7% |
| Admin fee / account holder | $731 | $7,941-90.8% | $12,998-94.4% | $6,918-89.4% |