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 | $53,358 | $71,050-24.9% | $93,606-43.0% | $80,856-34.0% |
| Participation rate | 28.2% | 60.4%-32.2pp | 68.7%-40.5pp | 67.6%-39.4pp |
| Annual return | 6.08% | 11.26%-5.2pp | 133.20%-127.1pp | 35.59%-29.5pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,183 | $4,034-70.7% | $4,411-73.2% | $4,296-72.5% |
| Admin fee / account holder | $3,899 | $6,945-43.9% | $8,285-52.9% | $6,918-43.6% |