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 | $27,403 | $46,869-41.5% | $122,332-77.6% | $70,131-60.9% |
| Participation rate | 3.6% | 58.2%-54.6pp | 71.6%-68.1pp | 69.5%-66.0pp |
| Annual return | 10.99% | 24.22%-13.2pp | 30.27%-19.3pp | 73.14%-62.1pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,050-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $12 | $2,166-99.5% | $3,287-99.6% | $3,332-99.7% |
| Admin fee / account holder | $308 | $3,322-90.7% | $5,478-94.4% | $4,645-93.4% |