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 | $20,494 | $48,076-57.4% | $78,689-74.0% | $62,891-67.4% |
| Participation rate | 24.1% | 65.2%-41.1pp | 73.6%-49.5pp | 69.3%-45.2pp |
| Annual return | 3.52% | 31.35%-27.8pp | 62.18%-58.7pp | 20.14%-16.6pp |
| Employer contribution / active EE | $304 | $2,015-84.9% | $2,851-89.3% | $2,281-86.7% |
| Participant deferral / active EE | $388 | $2,588-85.0% | $3,517-89.0% | $3,203-87.9% |
| Admin fee / account holder | $12,935 | $3,207+303.3% | $4,510+186.8% | $4,296+201.1% |