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 | $18,395 | $65,395-71.9% | $182,532-89.9% | $72,985-74.8% |
| Participation rate | 38.2% | 65.4%-27.2pp | 78.0%-39.8pp | 69.5%-31.3pp |
| Annual return | 16.51% | 27.68%-11.2pp | 148.54%-132.0pp | 81.00%-64.5pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $860 | $3,563-75.9% | $5,524-84.4% | $3,607-76.2% |
| Admin fee / account holder | $449 | $4,245-89.4% | $8,592-94.8% | $5,124-91.2% |