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 | $24,469 | $48,364-49.4% | $71,796-65.9% | $62,891-61.1% |
| Participation rate | 32.7% | 60.6%-27.9pp | 69.1%-36.4pp | 69.3%-36.6pp |
| Annual return | 3.15% | 13.16%-10.0pp | 78.04%-74.9pp | 20.14%-17.0pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $855 | $2,091-59.1% | $2,794-69.4% | $3,203-73.3% |
| Admin fee / account holder | $3,430 | $3,771-9.1% | $4,815-28.8% | $4,296-20.2% |