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 | $32,849 | $72,492-54.7% | $87,100-62.3% | $72,985-55.0% |
| Participation rate | 20.7% | 72.8%-52.1pp | 76.9%-56.2pp | 69.5%-48.8pp |
| Annual return | 14.47% | 24.46%-10.0pp | 28.19%-13.7pp | 81.00%-66.5pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $351 | $3,270-89.3% | $4,049-91.3% | $3,607-90.3% |
| Admin fee / account holder | $8,230 | $5,055+62.8% | $7,497+9.8% | $5,124+60.6% |