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 | $21,487 | $91,190-76.4% | $178,490-88.0% | $79,858-73.1% |
| Participation rate | 13.6% | 69.2%-55.6pp | 81.9%-68.3pp | 69.6%-56.0pp |
| Annual return | 4.83% | 24.19%-19.4pp | 151.07%-146.2pp | 31.71%-26.9pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $761 | $3,236-76.5% | $5,202-85.4% | $3,740-79.7% |
| Admin fee / account holder | $812 | $6,751-88.0% | $13,984-94.2% | $5,306-84.7% |