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 | $26,700 | $56,897-53.1% | $84,750-68.5% | $62,891-57.5% |
| Participation rate | 52.0% | 68.5%-16.5pp | 76.6%-24.6pp | 69.3%-17.3pp |
| Annual return | -2.63% | 6.30%-8.9pp | 22.78%-25.4pp | 20.14%-22.8pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $835 | $2,709-69.2% | $3,712-77.5% | $3,203-73.9% |
| Admin fee / account holder | $393 | $3,581-89.0% | $5,332-92.6% | $4,296-90.8% |