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 | $15,810 | $68,719-77.0% | $91,541-82.7% | $84,808-81.4% |
| Participation rate | 59.6% | 64.5%-4.9pp | 69.8%-10.2pp | 68.3%-8.7pp |
| Annual return | 10.81% | 19.12%-8.3pp | 20.50%-9.7pp | 40.90%-30.1pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,505-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $637 | $3,136-79.7% | $4,008-84.1% | $4,212-84.9% |
| Admin fee / account holder | $3,030 | $5,786-47.6% | $6,956-56.4% | $7,344-58.7% |