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 | $21,829 | $96,484-77.4% | $75,886-71.2% | $152,861-85.7% |
| Participation rate | 44.4% | 76.2%-31.7pp | 69.3%-24.8pp | 82.4%-38.0pp |
| Annual return | 3.47% | 33.98%-30.5pp | 30.76%-27.3pp | 345.32%-341.8pp |
| Employer contribution / active EE | $0 | $3,309-100.0% | $2,500-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $253 | $4,553-94.4% | $3,603-93.0% | $5,850-95.7% |
| Admin fee / account holder | $28,060 | $8,078+247.4% | $5,418+417.9% | $11,596+142.0% |