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 | $33,085 | $58,523-43.5% | $99,443-66.7% | $72,985-54.7% |
| Participation rate | 13.1% | 64.6%-51.5pp | 73.8%-60.7pp | 69.5%-56.4pp |
| Annual return | 10.58% | 28.51%-17.9pp | 30.72%-20.1pp | 81.00%-70.4pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $2,540-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $633 | $2,606-75.7% | $3,619-82.5% | $3,607-82.5% |
| Admin fee / account holder | $15,810 | $4,102+285.4% | $6,250+152.9% | $5,124+208.5% |