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 | $17,860 | $48,795-63.4% | $65,493-72.7% | $84,808-78.9% |
| Participation rate | 42.6% | 67.0%-24.4pp | 73.1%-30.5pp | 68.3%-25.7pp |
| Annual return | 11.35% | 20.20%-8.9pp | 982.45%-971.1pp | 40.90%-29.6pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $510 | $2,928-82.6% | $3,961-87.1% | $4,212-87.9% |
| Admin fee / account holder | $3,210 | $3,877-17.2% | $5,028-36.2% | $7,344-56.3% |