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 | $20,382 | $58,512-65.2% | $84,015-75.7% | $72,985-72.1% |
| Participation rate | 44.2% | 61.2%-17.0pp | 69.0%-24.8pp | 69.5%-25.3pp |
| Annual return | 3.17% | 28.93%-25.8pp | 71.31%-68.1pp | 81.00%-77.8pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $605 | $2,394-74.7% | $3,239-81.3% | $3,607-83.2% |
| Admin fee / account holder | $1,716 | $4,569-62.5% | $6,101-71.9% | $5,124-66.5% |