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 | $15,359 | $45,035-65.9% | $62,995-75.6% | $70,131-78.1% |
| Participation rate | 12.1% | 69.5%-57.4pp | 74.8%-62.7pp | 69.5%-57.4pp |
| Annual return | 8.35% | 18.76%-10.4pp | 87.57%-79.2pp | 73.14%-64.8pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $216 | $2,465-91.2% | $3,329-93.5% | $3,332-93.5% |
| Admin fee / account holder | $1,178 | $2,834-58.4% | $3,600-67.3% | $4,645-74.6% |