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 | $24,034 | $45,073-46.7% | $69,455-65.4% | $72,985-67.1% |
| Participation rate | 38.0% | 68.5%-30.5pp | 74.6%-36.6pp | 69.5%-31.5pp |
| Annual return | 2.35% | 22.65%-20.3pp | 28.97%-26.6pp | 81.00%-78.6pp |
| Employer contribution / active EE | $0 | $2,054-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $685 | $2,602-73.7% | $3,535-80.6% | $3,607-81.0% |
| Admin fee / account holder | $1,440 | $3,056-52.9% | $3,839-62.5% | $5,124-71.9% |