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 | $45,950 | $71,516-35.7% | $98,439-53.3% | $71,457-35.7% |
| Participation rate | 8.4% | 72.7%-64.3pp | 75.2%-66.7pp | 67.9%-59.5pp |
| Annual return | 12.48% | 32.41%-19.9pp | 21.16%-8.7pp | 28.85%-16.4pp |
| Employer contribution / active EE | $0 | $2,399-100.0% | $3,048-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $805 | $4,109-80.4% | $4,738-83.0% | $4,289-81.2% |
| Admin fee / account holder | $5,474 | $1,675+226.9% | $8,948-38.8% | $1,587+244.9% |