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 | $61,805 | $60,892+1.5% | $82,389-25.0% | $84,808-27.1% |
| Participation rate | 21.1% | 63.3%-42.2pp | 69.5%-48.5pp | 68.3%-47.3pp |
| Annual return | 8.51% | 37.29%-28.8pp | 28.67%-20.2pp | 40.90%-32.4pp |
| Employer contribution / active EE | $0 | $1,779-100.0% | $2,517-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $340 | $3,179-89.3% | $4,155-91.8% | $4,212-91.9% |
| Admin fee / account holder | $34,890 | $5,467+538.1% | $7,231+382.5% | $7,344+375.1% |