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 | $23,749 | $64,480-63.2% | $81,382-70.8% | $80,856-70.6% |
| Participation rate | 17.5% | 63.9%-46.4pp | 69.5%-52.0pp | 67.6%-50.1pp |
| Annual return | 3.99% | 16.34%-12.4pp | 24.73%-20.7pp | 35.59%-31.6pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,463-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $927 | $3,094-70.0% | $3,883-76.1% | $4,296-78.4% |
| Admin fee / account holder | $8,924 | $5,671+57.4% | $5,768+54.7% | $6,918+29.0% |