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 | $24,092 | $90,503-73.4% | $78,689-69.4% | $273,961-91.2% |
| Participation rate | 13.6% | 76.5%-62.9pp | 73.6%-59.9pp | 83.0%-69.4pp |
| Annual return | 1.48% | 75.60%-74.1pp | 62.18%-60.7pp | 41.45%-40.0pp |
| Employer contribution / active EE | $0 | $3,176-100.0% | $2,851-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $290 | $3,901-92.6% | $3,517-91.8% | $5,287-94.5% |
| Admin fee / account holder | $27,566 | $5,263+423.7% | $4,510+511.2% | $10,132+172.1% |