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 | $20,281 | $50,175-59.6% | $99,443-79.6% | $65,185-68.9% |
| Participation rate | 25.5% | 68.4%-43.0pp | 73.8%-48.4pp | 70.2%-44.7pp |
| Annual return | 16.73% | 25.36%-8.6pp | 30.72%-14.0pp | 29.38%-12.7pp |
| Employer contribution / active EE | $0 | $1,496-100.0% | $2,540-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $307 | $2,748-88.8% | $3,619-91.5% | $3,514-91.3% |
| Admin fee / account holder | $3,642 | $398+816.2% | $6,250-41.7% | $847+330.0% |