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 | $39,723 | $64,348-38.3% | $90,160-55.9% | $70,131-43.4% |
| Participation rate | 45.0% | 70.4%-25.4pp | 76.9%-31.9pp | 69.5%-24.5pp |
| Annual return | 12.38% | 28.13%-15.8pp | 34.88%-22.5pp | 73.14%-60.8pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $358 | $4,389-91.9% | $5,288-93.2% | $3,332-89.3% |
| Admin fee / account holder | $603 | $3,944-84.7% | $5,943-89.9% | $4,645-87.0% |