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 | $35,033 | $95,803-63.4% | $113,168-69.0% | $84,808-58.7% |
| Participation rate | 41.3% | 72.9%-31.6pp | 76.6%-35.3pp | 68.3%-27.1pp |
| Annual return | 0.11% | 25.00%-24.9pp | 24.27%-24.2pp | 40.90%-40.8pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $552 | $4,242-87.0% | $5,107-89.2% | $4,212-86.9% |
| Admin fee / account holder | $30,561 | $8,989+240.0% | $12,068+153.2% | $7,344+316.1% |