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 | $30,513 | $132,239-76.9% | $105,722-71.1% | $273,961-88.9% |
| Participation rate | 30.0% | 83.2%-53.2pp | 78.9%-48.9pp | 83.0%-53.0pp |
| Annual return | 0.35% | 10.07%-9.7pp | 12.25%-11.9pp | 41.45%-41.1pp |
| Employer contribution / active EE | $0 | $4,867-100.0% | $4,079-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $160 | $6,233-97.4% | $5,326-97.0% | $5,287-97.0% |
| Admin fee / account holder | $3,779 | $12,032-68.6% | $8,308-54.5% | $10,132-62.7% |