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 | $14,538 | $77,899-81.3% | $149,673-90.3% | $75,163-80.7% |
| Participation rate | 18.9% | 65.6%-46.7pp | 78.8%-59.9pp | 67.2%-48.3pp |
| Annual return | 11.73% | 31.72%-20.0pp | 134.42%-122.7pp | 160.62%-148.9pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $333 | $3,411-90.2% | $5,680-94.1% | $4,125-91.9% |
| Admin fee / account holder | $1,986 | $5,956-66.7% | $13,210-85.0% | $5,651-64.8% |