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 | $13,727 | $22,587-39.2% | $65,255-79.0% | $75,163-81.7% |
| Participation rate | 19.0% | 63.1%-44.0pp | 65.0%-45.9pp | 67.2%-48.1pp |
| Annual return | 9.02% | 71.03%-62.0pp | 47.35%-38.3pp | 160.62%-151.6pp |
| Employer contribution / active EE | $0 | $941-100.0% | $1,691-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $200 | $1,695-88.2% | $2,831-93.0% | $4,125-95.2% |
| Admin fee / account holder | $12,089 | $1,876+544.5% | $4,112+194.0% | $5,651+113.9% |