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 | $34,862 | $45,073-22.7% | $69,455-49.8% | $72,985-52.2% |
| Participation rate | 9.1% | 68.5%-59.4pp | 74.6%-65.5pp | 69.5%-60.4pp |
| Annual return | 5.48% | 22.65%-17.2pp | 28.97%-23.5pp | 81.00%-75.5pp |
| Employer contribution / active EE | $0 | $2,054-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $602 | $2,602-76.9% | $3,535-83.0% | $3,607-83.3% |
| Admin fee / account holder | $2,841 | $3,056-7.0% | $3,839-26.0% | $5,124-44.6% |