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 | $24,989 | $78,672-68.2% | $109,143-77.1% | $85,850-70.9% |
| Participation rate | 17.5% | 68.3%-50.7pp | 75.9%-58.3pp | 69.3%-51.8pp |
| Annual return | 9.13% | 25.09%-16.0pp | 25.75%-16.6pp | 318.53%-309.4pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $3,722-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $327 | $3,467-90.6% | $4,653-93.0% | $3,952-91.7% |
| Admin fee / account holder | $2,165 | $5,469-60.4% | $6,752-67.9% | $6,260-65.4% |