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 | $13,115 | $48,795-73.1% | $65,493-80.0% | $84,808-84.5% |
| Participation rate | 26.9% | 67.0%-40.1pp | 73.1%-46.2pp | 68.3%-41.4pp |
| Annual return | 6.50% | 20.20%-13.7pp | 982.45%-975.9pp | 40.90%-34.4pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $245 | $2,928-91.6% | $3,961-93.8% | $4,212-94.2% |
| Admin fee / account holder | $559 | $3,877-85.6% | $5,028-88.9% | $7,344-92.4% |