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 | $26,760 | $52,279-48.8% | $89,391-70.1% | $79,858-66.5% |
| Participation rate | 17.6% | 57.5%-40.0pp | 68.0%-50.4pp | 69.6%-52.1pp |
| Annual return | 4.96% | 22.16%-17.2pp | 245.62%-240.7pp | 31.71%-26.8pp |
| Employer contribution / active EE | $399 | $1,572-74.6% | $2,586-84.6% | $2,471-83.8% |
| Participant deferral / active EE | $520 | $2,740-81.0% | $3,890-86.6% | $3,740-86.1% |
| Admin fee / account holder | $11,615 | $3,356+246.1% | $4,881+138.0% | $5,306+118.9% |