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 | $32,310 | $58,828-45.1% | $77,999-58.6% | $62,891-48.6% |
| Participation rate | 53.3% | 71.1%-17.7pp | 75.5%-22.2pp | 69.3%-16.0pp |
| Annual return | 3.23% | 17.16%-13.9pp | 425.96%-422.7pp | 20.14%-16.9pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,096 | $2,686-59.2% | $3,497-68.6% | $3,203-65.8% |
| Admin fee / account holder | $11,526 | $4,393+162.4% | $5,480+110.3% | $4,296+168.3% |