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 | $19,459 | $43,075-54.8% | $74,583-73.9% | $62,891-69.1% |
| Participation rate | 25.4% | 58.1%-32.6pp | 68.1%-42.7pp | 69.3%-43.9pp |
| Annual return | 3.71% | 17.50%-13.8pp | 20.47%-16.8pp | 20.14%-16.4pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $552 | $2,389-76.9% | $3,458-84.0% | $3,203-82.8% |
| Admin fee / account holder | $6,176 | $2,840+117.5% | $4,138+49.3% | $4,296+43.8% |