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 | $31,061 | $81,460-61.9% | $103,333-69.9% | $80,856-61.6% |
| Participation rate | 12.5% | 66.8%-54.3pp | 74.5%-62.0pp | 67.6%-55.1pp |
| Annual return | 7.75% | 25.55%-17.8pp | 24.88%-17.1pp | 35.59%-27.8pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,868-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $258 | $3,869-93.3% | $5,057-94.9% | $4,296-94.0% |
| Admin fee / account holder | $365 | $6,566-94.4% | $8,355-95.6% | $6,918-94.7% |