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 | $38,141 | $84,233-54.7% | $170,442-77.6% | $70,131-45.6% |
| Participation rate | 31.4% | 70.8%-39.4pp | 83.6%-52.2pp | 69.5%-38.1pp |
| Annual return | 8.84% | 23.06%-14.2pp | 205.93%-197.1pp | 73.14%-64.3pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $638 | $3,086-79.3% | $4,939-87.1% | $3,332-80.8% |
| Admin fee / account holder | $1,117 | $5,698-80.4% | $13,880-92.0% | $4,645-76.0% |