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 | $12,720 | $57,016-77.7% | $84,966-85.0% | $80,856-84.3% |
| Participation rate | 25.0% | 56.3%-31.3pp | 67.5%-42.5pp | 67.6%-42.6pp |
| Annual return | 8.56% | 21.66%-13.1pp | 66.38%-57.8pp | 35.59%-27.0pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $2,727-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $617 | $3,110-80.1% | $4,519-86.3% | $4,296-85.6% |
| Admin fee / account holder | $1,713 | $4,980-65.6% | $6,149-72.1% | $6,918-75.2% |