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 | $33,923 | $95,803-64.6% | $113,168-70.0% | $84,808-60.0% |
| Participation rate | 23.4% | 72.9%-49.5pp | 76.6%-53.2pp | 68.3%-44.9pp |
| Annual return | 10.06% | 25.00%-14.9pp | 24.27%-14.2pp | 40.90%-30.8pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $870 | $4,242-79.5% | $5,107-83.0% | $4,212-79.3% |
| Admin fee / account holder | $29,453 | $8,989+227.7% | $12,068+144.1% | $7,344+301.1% |