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 | $17,808 | $57,016-68.8% | $84,966-79.0% | $80,856-78.0% |
| Participation rate | 2.4% | 56.3%-53.9pp | 67.5%-65.1pp | 67.6%-65.2pp |
| Annual return | 2.77% | 21.66%-18.9pp | 66.38%-63.6pp | 35.59%-32.8pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $2,727-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $116 | $3,110-96.3% | $4,519-97.4% | $4,296-97.3% |
| Admin fee / account holder | $6,104 | $4,980+22.6% | $6,149-0.7% | $6,918-11.8% |