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 | $10,969 | $39,122-72.0% | $57,179-80.8% | $62,891-82.6% |
| Participation rate | 18.9% | 70.5%-51.6pp | 75.3%-56.5pp | 69.3%-50.4pp |
| Annual return | -1.62% | 9.23%-10.9pp | 14.59%-16.2pp | 20.14%-21.8pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,682-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $287 | $2,374-87.9% | $3,096-90.7% | $3,203-91.0% |
| Admin fee / account holder | $6,518 | $2,592+151.5% | $3,139+107.7% | $4,296+51.7% |