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 | $14,079 | $62,573-77.5% | $85,682-83.6% | $85,850-83.6% |
| Participation rate | 46.3% | 61.1%-14.8pp | 69.9%-23.5pp | 69.3%-23.0pp |
| Annual return | 9.37% | 23.77%-14.4pp | 21.49%-12.1pp | 318.53%-309.2pp |
| Employer contribution / active EE | $0 | $1,757-100.0% | $2,618-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $543 | $2,802-80.6% | $3,923-86.1% | $3,952-86.3% |
| Admin fee / account holder | $1,709 | $4,640-63.2% | $6,873-75.1% | $6,260-72.7% |