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 | $29,930 | $60,776-50.8% | $85,682-65.1% | $79,386-62.3% |
| Participation rate | 20.0% | 62.1%-42.1pp | 69.9%-49.9pp | 70.7%-50.7pp |
| Annual return | 6.35% | 16.57%-10.2pp | 21.49%-15.1pp | 116.85%-110.5pp |
| Employer contribution / active EE | $0 | $1,663-100.0% | $2,618-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $619 | $2,919-78.8% | $3,923-84.2% | $4,046-84.7% |
| Admin fee / account holder | $4,954 | $438+1029.8% | $6,873-27.9% | $626+690.8% |