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 | $38,123 | $153,772-75.2% | $133,980-71.5% | $273,961-86.1% |
| Participation rate | 31.3% | 88.4%-57.1pp | 87.1%-55.8pp | 83.0%-51.8pp |
| Annual return | -0.13% | 36.51%-36.6pp | 29.30%-29.4pp | 41.45%-41.6pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $405 | $6,958-94.2% | $6,282-93.6% | $5,287-92.3% |
| Admin fee / account holder | $19,404 | $11,765+64.9% | $9,324+108.1% | $10,132+91.5% |