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 | $33,921 | $55,706-39.1% | $75,886-55.3% | $72,985-53.5% |
| Participation rate | 25.7% | 61.1%-35.4pp | 69.3%-43.6pp | 69.5%-43.8pp |
| Annual return | 16.23% | 27.59%-11.4pp | 30.76%-14.5pp | 81.00%-64.8pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,500-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $558 | $2,634-78.8% | $3,603-84.5% | $3,607-84.5% |
| Admin fee / account holder | $443 | $3,978-88.9% | $5,418-91.8% | $5,124-91.4% |