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 | $35,007 | $54,541-35.8% | $78,778-55.6% | $70,131-50.1% |
| Participation rate | 8.7% | 60.8%-52.1pp | 69.2%-60.5pp | 69.5%-60.8pp |
| Annual return | 8.15% | 21.07%-12.9pp | 35.62%-27.5pp | 73.14%-65.0pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $279 | $2,210-87.4% | $2,958-90.6% | $3,332-91.6% |
| Admin fee / account holder | $833 | $3,709-77.5% | $5,134-83.8% | $4,645-82.1% |