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 | $33,270 | $87,013-61.8% | $106,213-68.7% | $80,856-58.9% |
| Participation rate | 30.0% | 70.4%-40.4pp | 75.3%-45.3pp | 67.6%-37.6pp |
| Annual return | 8.27% | 17.05%-8.8pp | 116.14%-107.9pp | 35.59%-27.3pp |
| Employer contribution / active EE | $0 | $2,395-100.0% | $3,171-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $190 | $3,986-95.2% | $5,016-96.2% | $4,296-95.6% |
| Admin fee / account holder | $1,202 | $8,431-85.7% | $11,033-89.1% | $6,918-82.6% |