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 | $24,485 | $63,346-61.3% | $92,233-73.5% | $70,131-65.1% |
| Participation rate | 22.7% | 68.7%-45.9pp | 76.5%-53.8pp | 69.5%-46.8pp |
| Annual return | 8.85% | 530.12%-521.3pp | 176.28%-167.4pp | 73.14%-64.3pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $604 | $2,854-78.8% | $3,897-84.5% | $3,332-81.9% |
| Admin fee / account holder | $1,757 | $3,840-54.2% | $5,194-66.2% | $4,645-62.2% |