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 | $37,127 | $95,803-61.2% | $113,168-67.2% | $84,808-56.2% |
| Participation rate | 20.0% | 72.9%-52.9pp | 76.6%-56.6pp | 68.3%-48.3pp |
| Annual return | 8.38% | 25.00%-16.6pp | 24.27%-15.9pp | 40.90%-32.5pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $114 | $4,242-97.3% | $5,107-97.8% | $4,212-97.3% |
| Admin fee / account holder | $12,479 | $8,989+38.8% | $12,068+3.4% | $7,344+69.9% |